Two in three (63%) of Financial Planners have encountered family disputes whilst advising on estate planning, according to a new report.

Inheritance tax receipts for the period April 2024 to March 2025 were £8.2bn, a rise of £0.8bn compared to the same period last year and a new record.

Over nine in ten (93%) of Financial Planners are working with lawyers or accountants for additional expertise on inheritance tax (IHT) planning, according to a new report.

More than nine in 10 Financial Planners (94%) have reported a rise in demand for IHT planning advice since the October Budget, according to a new report.

Inheritance Tax (IHT) receipts rose £0.6bn (year on year) to £6.3bn for the period April to December 2024, according to the latest data from HMRC.

Inheritance tax (IHT) receipts are on course to be around 40% higher than three years ago following the first seven months of official data for the current tax year.

Chancellor Rachel Reeves is considering cutting the lump sum savers can remove from their pension without having to pay tax, according to reports.

The removal of business relief from Alternative Investment Market (AIM) companies could have harsh consequences for both investors looking to avoid paying inheritance tax and many of the UK’s most popular funds, according to new research.