Certainty around pension taxation was the number one priority (59%) for next week’s Budget for financial advisers, according to new research.

Some 1,390 estates paid inheritance tax (IHT) on gifts in the 2023/4 tax year based on the latest available data from HMRC, a 6% rise year-on-year.

Royal London has added an estate planning tool to its adviser support suite to help advisers identify clients who may be affected by the addition of IHT on unused pensions.

Investment platform AJ Bell has called on Chancellor John Healey to commit to a pension tax lock, with a focus on tax-free cash and tax relief.

Inheritance tax receipts dipped to a three-year low in August in what Revenue and Customs attributed to a ‘timing effect.’

Estates and wealthy individuals may have underpaid inheritance tax (IHT) by as much as £392m in the last tax year, according to a new report.

Around 2.5m taxpayers face being pulled past the £100,000 Personal Allowance taper threshold by 2031, according to a forecast.

Total Capital Gains Tax (CGT) receipts collected by the government jumped 89% to £24.2bn in the 2024/25 tax year, mainly due to a rise in the main rates for the tax during the year.

Potential changes to Capital Gains Tax (CGT) under an Andy Burnham Government could see families hit by a double tax bill on inherited property, according to a new report.

Financial advisers have spoken out against the Treasury’s plans to tax cash held in stocks and shares ISAs.

Inheritance tax (IHT) receipts rose 2% to £8.5bn in the 2025/26 tax year (2024/25: £8.2bn), marking a fifth consecutive annual record.

Two in three pension savers (62%) are unaware that unused savings held in their pensions will be included in their estate for inheritance tax purposes from April 2027, according to a new report.

Almost two thirds (59%) of Britons find inheritance tax (IHT) rules confusing, according to new research.

The majority of financial advisers say tax planning has grown in importance over the past 12 months, according to a new survey.

The Office for Budgetary Responsibility (OBR) has warned of the “highly uncertain” reaction to salary sacrifice reforms from both employers and pension savers.

A House of Lords committee report has warned that bringing pensions into the scope of inheritance tax (IHT) will cause ‘significant delays and costs’ under the currently proposed rules.

Life, pensions and investments provider Royal London has launched an inheritance tax hub for financial advisers.

The growth in Inheritance Tax (IHT) receipts has begun to slow, according to the latest data released today by HMRC.

Planned changes to the treatment of unused pensions exposed to inheritance tax for the first time could see many high net worth estates facing effective tax rates of up to 67%, according to a new report.

Pension savers reclaimed £48.56m in overpaid tax between July and September after taking money from their pensions under flexibility rules.