Autumn Budget 2026: What Advisers Should Do in the Eight Weeks Before 28 October
The Budget is on 28 October 2026. The risk in the run-up is not the tax changes, it is what clients do on the strength of speculation. A pre-Budget protocol.
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Pensions
3 articles tagged with "Pensions"
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.
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.