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Intergenerational wealth transfer key for industry in 2022

23 November 2021

Curtis Banks Pension Technical Manager Jessica List believes intergenerational wealth transfer and fairness will be a key topic in financial services this coming year, with the potential for future changes to the IHT and pensions rules that addresses this increasingly talked about subject. “This year we have seen a lot more in the press...

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HMRC’s IHT receipts up as more estates must pay tax

22 November 2021

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Why investments in smaller companies can be a valuable addition to a client’s portfolio

21 November 2021

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Public finances slowly recovering but don’t rule out a tax hit

21 November 2021

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Business relief popularity growing

11 November 2021

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Over 50s leaving themselves open to an IHT hit

10 November 2021

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Helping clients get offshore tax right

8 November 2021

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LTA protection ignorance sees doctors overcharged by £11m

2 November 2021

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HMRC repayment of overtaxation continues to rise in 2021

1 November 2021

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