Inheritance Tax Advice

All Articles Estate Planning AdviceIndependent Financial adviceInheritance Tax AdviceInvestment AdvicePension adviceRetirement AdviceWealth Management AdviserWealth Management News
Inheritance Tax Planning
22.04.26

Inheritance Tax planning now the number one concern

Concerns about inheritance tax planning are now the number one concern for clients over 55. That’s according to research by Next Wealth published in the FT Adviser (2/3/26). This is a new concern on the back of the chancellor’s tax raid on inheritance tax (IHT) in last year’s budget. It wasn’t even on the radar in last year’s report. Not surprisi...

Inheritance tax planning advice
11.10.24

Need for better inheritance tax planning advice
Inheritance Tax Planning
14.04.24

Good news for Inheritance Tax Planning
Inheritance Tax Advice
25.10.23

Do we need more Inheritance Tax Advice?
Inheritance-tax-advice
30.03.23

Will the blight of empty homes in the UK affect Inheritance Tax advice
Inheritance-tax-advice-in-Burnley
20.01.23

Inheritance Tax advice – changes
ESG-Inheritance-Tax-Planning
03.11.22

ESG Inheritance Tax Planning under spotlight

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.

Mrs B

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

Christina is thorough and she explains matters in a clear manner. Time is always given for questions to be asked and I have never felt under pressure to buy any particular products.

Mrs D