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.
Inheritance tax
Financial Advice
Inheritance Tax receipts reach £730m in May as frozen thresholds continue to drive revenues
HMRC collected £730m in Inheritance Tax during May, with Utmost warning that frozen thresholds and recent reforms are bringing more estates into scope.
Featured
Ampla Finance completes £300,000 probate lending facility ahead of tax deadline
Ampla Finance has completed a £300,000 probate lending facility to help a family settle an inheritance tax shortfall ahead of changes that would have increased the estate’s overall liability.
News
Estates pay £0.7bn in Inheritance Tax in April – HMRC
However, after a record-breaking £8.5bn haul in the previous tax year, receipts remain historically high.
News
Pension inheritance tax changes leave majority of workers unprepared
Most UK workers are unaware their pension savings could be subject to inheritance tax from 2027, raising concerns over retirement planning.
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
IHT receipts hit £7.7bn since April 2025, further growth expected – HMRC
Data showed that this figure was £0.1bn higher than the same period last year.
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.
Featured
Inheritance tax receipts hit £5.8bn – HMRC
That figure is £84m higher than the same period last year and continues a steady upward trend that has been in place for more than two decades.
News
MoneySuperMarket warns advisers of IHT risk on life insurance payouts
Research revealed that one in five people (21%) do not realise their life insurance proceeds could form part of their estate for Inheritance Tax purposes if not held in trust.
News
Many HNWIs gift large sums without written records, research finds
The findings from Charles Stanley revealed that 45% of wealthy individuals lack formal documentation of gifts, despite gifting being a common strategy to mitigate Inheritance Tax (IHT).