Advisers need to rethink conversations with clients amid IHT changes
13 January 2026
Changes to inheritance tax rules are changing the sequencing conversations advisers are having, a new report from later life lending platform Air has shown. The report ‘The Home Belongs in the Plan’, produced with Technical Connection and Ad Lucem, suggests that ‘best practice’ drawdown and intergenerational planning strategies are being re-thought founded on an...
