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What the upcoming inheritance tax changes mean for your clients’ retirement and legacy planning
Major reforms are coming to how pensions are treated for IHT. We break down who’s most at risk & what actions you can take now to protect your clients’ wealth.
Neil EvansJune 26, 2025
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Ten years of pension freedoms
We’re proud to co-sponsor AKG’s latest report, Ten Years of Freedoms: Lessons, Gaps, and the Road Ahead, marking a decade since the introduction of pension freedoms.
Adviser Insight and Opinion teamJune 12, 2025
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Maximising lifetime tax-free lump sums
Clearing up scheme specific tax-free cash and transitional tax-free amount certificates confusion.
Neil EvansApril 29, 2025
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Q1 2025 Market Commentary and Outlook
The first quarter of 2025 stands out for defying expectations and reversing recent trends. In equity markets, Europe outperformed the US; newly elected President Trump focused more on protectionism than pro-US growth policies like near-term tax cuts and deregulation; and Big Tech met with some Big Surprises.
Adviser Insight and Opinion teamApril 16, 2025
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Tax year end planning
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April and some that may be lost if your client doesn’t act before then.
Neil EvansFebruary 21, 2025
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Autumn Budget 2024
Our summary of the key points from The Autumn Budget.
Mike AmberyOctober 30, 2024
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Removal of the Lifetime Allowance: your top three questions answered
We answer the top three questions we've been asked by you on the removal of the lifetime allowance.
Neil EvansSeptember 09, 2024
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Personal Injury Trusts: Support for you and your clients with life changing injuries
The second of a two-part series, we cover Personal Injury Trusts and dispel some of the myths to help your conversations with trustees.
Gordon AndrewsJuly 30, 2024
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Deputies and Guardians: Support for you and your clients with life changing injuries
In the first of a two-part series, we cover Deputies and busting myths so you feel more confident with the issues around this business.
Gordon AndrewsJune 20, 2024
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Removal of the LTA: what this means for your clients on death
The removal of the lifetime allowance sees a change to how pension death benefits are considered against the new lump sum and death benefit allowance.
Neil EvansMay 24, 2024
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Removal of the LTA
In a significant change to the pension landscape, the lifetime allowance (LTA) has been removed from 6 April 2024.
Neil EvansApril 23, 2024
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Tax year end planning
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April and some that may be lost if your client doesn’t act before then.
Neil EvansMarch 06, 2024
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The Spring Budget
Our summary of the key points from The Spring Budget.
Mike AmberyMarch 06, 2024
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Key points and Lifetime Allowance changes for pension planning at 75
We look at the need and benefit of pension planning for your clients in the run up to and reaching age 75.
Neil EvansJanuary 26, 2024
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Autumn Statement 2023
Our summary of our key points from the Autumn Statement.
Tim FassamNovember 23, 2023
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