AIM Portfolios and the New GBP 1m IHT Cap: What UK Wealth Advisers Need to Know in 2026/27
From 6 April 2026, AIM shares qualifying for BPR drop to 50 percent relief and a GBP 1m IHT cap applies. What UK wealth advisers need to know in 2026/27.
Tag
Inheritance tax
3 articles tagged with "Inheritance tax"
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.
New Tax Year Planning for HNW Clients: What Advisers Should Prioritise in 2026/27
The 2026/27 tax year starts today. Here is what wealth advisers should prioritise for HNW clients, from frozen thresholds to pension and CGT planning.