People don’t understand IHT
1 in 3 people expecting £300k+ don’t fully understand IHT. Only 20% plan to pass on assets during their lifetime, often due to uncertainty—but 80% of women who get financial advice use tax-efficient strategies to protect their wealth. With IHT rules changing, now’s the time to seek professional guidance
Pensions set to fall within IHT net from 2027
Unspent pensions will face Inheritance Tax from 2027, with average bills rising by £34,000. The risk of double taxation makes planning vital. Reviewing your estate now ensures wealth is protected and passed on as intended.
Supporting generations – helping family without compromising your financial future
More high earners are financially supporting both their children and parents, with many adjusting their financial plans to accommodate family support. Balancing generosity with long-term security is vital; careful planning helps you support family without compromising your own future.
