Pensions could face a “double taxation” hit from April 2027, forcing advisers to overhaul long-standing estate planning strategies, according to Matthew Johnson, key partnerships manager from Octopus ...

This tax year end brings a new deadline for advisers to consider as the 12-month countdown begins to unused pensions being ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

Despite the Government making concessions on a whole host of policies, it is now becoming increasingly clear that IHT on ...

Irwin Mitchell is urging family businesses and farmers to review their wills and succession documents ahead of the April 2026 ...

Following on from our look into the future of S(EIS) and VCTs ahead of the new tax year, we also asked experts to share their insights on what investors and ...

About 3,700 more deaths resulted in inheritance tax in 2022-2023, according to the latest data from HMRC. But some families are paying more IHT than they need to because they are not taking advantage ...

The Autumn 2024 Budget confirmed that from 6 April, 2027, most unused pension funds and death benefits will be included in a ...

Dealing with a loved one’s estate can be difficult enough without HMRC questioning the paperwork. But checks into inheritance tax (IHT) are becoming more common as more families are drawn into paying ...