Tag

Estate planning

2 articles tagged with "Estate planning"

Regulation & Compliance 7 August 2026

Pensions and IHT from April 2027: The Planning Window Is Now Eight Months Wide

Unused pension funds enter the IHT net for deaths on or after 6 April 2027. What the Finance Act 2026 actually changed, what is excluded, and what to do now.

Jonny Rowse

6 min read

Client Service 9 April 2026

Intergenerational Wealth Transfer: How Advisers Can Bridge the Generational Gap

How wealth advisers can prepare for intergenerational wealth transfer. Strategies for retaining assets and building multigenerational client relationships.

Jonny Rowse

7 min read