In the following article, Edward Durell of Cover Direct explores the evolving role of protection in inheritance tax planning, as more clients face exposure ...

We are on the cusp of the largest intergenerational wealth transfer the UK has ever seen.  Over the next 30 years, Baby Boomers are expected to pass on around ...

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.

Whole-of-life cases pay out when the policyholder dies and are often used to cover a future tax liability. The number ...

Clients inheriting pensions after April 2027 could face months-long waits to reclaim overpaid inheritance tax (IHT) because ...

Tax experts are predicting a rise in investigations by HM Revenue & Customs when pensions become subject to inheritance tax, ...

The government’s plans to radically change how inherited pensions are taxed is poised to receive Royal Assent and become law, ...

For decades, planning for advisers has been guided by a simple principle: use Isas first, preserve the pension and pass it on ...

IHT bills are already climbing fast. They’re expected to climb from around £8.5billion today to more than £14billion by 2030.

HMRC started the tax year with an inheritance tax (IHT) receipt boost, official data shows. The previous tax year was already a record high for IHT receipts and the intake rose to £5 billion – up 11% ...

Inheritance Tax receipts for April 2025 to February 2026 were £7.7bn, which is £0.1bn higher than the same period last year, ...