Tag Archives: inheritance tax

The Treasury has opened up new seams of fees for pension advisers and consultants.

Posted on July 17, 2026 by henry tapper

I’m sorry Jason, I don’t think your observation is any more valid than the money in the photo, it may be money but no one else observes it. Here’s what benefit consultants have got on their mind For decades savers … Continue reading →

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Peers terrified of IHT on pensions when they die.

Posted on January 28, 2026 by henry tapper

The House of Lords appears to be fighting a rearguard action to keep the wealthy wealthy if they choose to keep their pension savings in “pots”. Of course many rich people chose to take their pensions into pots in the … Continue reading →

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Die before 75 to save your estate tax.

Posted on August 11, 2025 by henry tapper

I hadn’t thought assisted dying as a tax ploy but it’s being suggested as one by financial advisers in this article. I expect that those approaching 75 will probably see themselves in the advanced stages of their middle age, but … Continue reading →

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The financial consequences of dying

Posted on November 18, 2023 by henry tapper

  We seem to be a nation pre-occupied not so much with the after-life as the after-death. Perhaps our obsession with planning ahead, whether it be funeral costs or the settlement of our affairs with the tax-man, allows us a … Continue reading →

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Probably the worst flagship tax ever?

Posted on April 13, 2015 by henry tapper

George Osborne says his proposed tax break for high value homes is about “values”, it is no such thing. This policy is about votes. What is going on with the conservatives on tax? They have become obsessed with the “retail … Continue reading →

Posted in auto-enrolment, Change | Tagged , , , , , , , , , | 4 Comments