News
Cohabiting couples risk financial penalty despite proposed rights reforms, Royal London warns
The warning comes ahead of the Government's consultation on cohabitation rights closing on 14th August.
IHT
News
Clients engaging with IHT planning earlier, but many still leave it too late, says Downing
More than two-thirds (67%) of advisers believe clients are still engaging with estate planning too late.
Financial Advice
OBR forecasts IHT and CGT receipts to rise as UK population ages
Utmost said the OBR’s latest Fiscal Risks and Sustainability Report showed demographic change and wealth transfer are likely to drive higher Inheritance Tax and Capital Gains Tax receipts over the coming decades.
Later Life Lending
Key urges later life advisers to review estate planning ahead of DC pension rule change
Key Equity Release said the inclusion of unused defined contribution pensions in estates from April 2027 would increase the need for holistic later life advice, with a particular focus on women and ongoing estate planning.
Featured
Frozen inheritance tax thresholds now £270,000 below inflation-adjusted levels
Inheritance tax thresholds would be £270,000 higher by the 2027/28 tax year if they had risen in line with inflation, according to analysis from Chesnara Life.
Featured
Inheritance tax receipts hit £8.5bn as record streak continue
UK inheritance tax receipts reached £8.5bn in 2025-2026, marking a fifth consecutive annual record as more estates are drawn into the tax net.
News
Chesnara Life expands adviser support amid regulatory changes
The provider has enhanced its Estate Planning Manual and updated its support services to reflect growing complexity in advising clients.
News
Inheritance Tax bills hit six figures as houses prices rise, research reveals
Analysis from The Private Office revealed that Kensington and Chelsea ranked as the most expensive area, with an estimate IHT bill of £343,924.
News
Life insurance searches surge following IHT changes – MoneySuperMarket
Analysis of search data revealed online queries for life insurance increased by 22% year-on-year.
Featured
Wealthy families turning to ‘gifting with control’ as IHT changes reshape planning
Utmost says inheritance tax reforms and frozen thresholds are driving greater use of structured gifting strategies among high net worth families.
News
Inheritance tax receipts reach £7.1bn as revenues head for another record year
HMRC data shows IHT receipts hit £7.1bn between April 2025 and January 2026, up £130m year on year and on course to surpass last year’s record.
News
Inheritance tax receipts reach £6.6bn in first nine months of tax year – HMRC
That figure is £200m higher than the same period last year and continues a steady upward trend that has persisted for more than two decades.