The UK Autumn Statement 2022 Due to the chaos of the previous Prime Minister and so called Trussonomics, everyone was eager to see what is in store for us from the UK Autumn Statement on 17th November 2022. According to the Financial Times, Jeremy Hunt was planning a raid on Inheritance Tax (IHT) […]
Managing The CARBs – Intergenerational Estate Planning Following on from our article on planning for the Asset Rich Boomer ( ARB ) Generation, we are seeing a significant amount of discussion surrounding the topic of intergenerational planning. How do advisers engage with the next generation of clients, the Children of Asset Rich Boomers – […]
Intergenerational Estate Planning Financial Advisers and Planners oversee a large share of the UK’s wealth management industry. Increasingly, attention is now turning to those individuals who, for many years, have built up their wealth through assets like property and businesses rather than savings and pensions. The Asset Rich Boomer (ARB) Generation. Typically, the Baby Boomer […]
What is in store for UK Inheritance Tax (IHT)? HMRC collected a record sum of £5.4 billion in Inheritance Tax for 2018/2019. Before the Global Pandemic, there had been rumblings of IHT reform specifically from the All-Party Parliamentary Group. Suggestions included; Flat-Rate Gift Tax CGT Tax Free death uplift – abolished? Annual gifts exemption of […]
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