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moneymarketing.co.uk > news > iht-reforms-triggering-seismic-shift-in-advice-conversations

IHT reforms triggering 'seismic shift' in advice conversations

2+ week, 1+ day ago   (767+ words) The upcoming changes to inheritance tax on unused pensions are triggering a ‘seismic shift’ in adviser conversations with clients, new research has revealed. The study, from NextWealth and Quilter, found that the reforms, which take into effect in April 2027, are…...

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moneymarketing.co.uk > opinion > andy-bell-the-case-for-a-radical-iht-overhaul

Andy Bell: The case for a radical IHT overhaul

2+ mon, 5+ day ago   (594+ words) Britain does not do tax reform. It does tax composting. Layer upon layer, Budget upon Budget, each one dumped on top of the last until the whole system begins to steam ominously and nobody can quite remember what lies beneath....