6 Articles
6 Articles
Advisers believe more clients now require IHT planning due to the Budget
Nine-tenths (90%) of financial advisers believe more clients now require inheritance tax (IHT) planning following the Autumn Budget last year (2024). This is according to a survey of advisers conducted by Triple Point and Research in Finance, with a further 93% pointing out the Budget directly impacted the advice they provide. Triple Point retail strategy director Diana French said: “Significant changes announced in the Autumn Budget have placed…
Blouse tax, sin and inheritance is an electoral problem - 06/04/2025 - What tax is this
In the 18 months that separate us from the 2026 elections, the federal government and states will have to deal with sensitive tax changes for the population, which may postpone these adjustments until the end of next year, after the polls close. Read more (04/06/2025)
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