Insurance Brokers

Broker: The Creeping Tide of IHT Means More People Will Need to Plan Ahead

This is one for smaller brokers and advisers who specialise in HNW clients. The process of inflation and freezing of thresholds means that more people will fall into the IHT tax trap in the future. […]

Insurance Brokers

HNW: IHT and CGT Continue to Be Good Earners For UK Govt

The latest from Utmost Wealth Solutions; Capital Gains Tax (CGT) hit new highs in January, with the month typically delivering the vast majority of CGT tax receipts due to filing processes. It shows a total […]

Insurance Brokers

UK Govt Keeps Raking it In On IHT

Yep Inheritance tax receipts keep going up as more people hit the threshold. Here’s the latest analysis; HM Revenue and Customs (HMRC) has released its monthly figures which show that inheritance tax receipts hit £6.3 […]

Insurance Brokers

HNW: Gifting Farmland or Other Assets, Plus the 7 Year Rule

The word from Price Bailey, who offer some cautious advice on gifting farms, land or other assets; With the Budget bringing news of a controversial change to the long-standing inheritance tax exemptions for British Farmers, […]

Insurance Brokers

IHT Receipts Top £0.7billion, HNW Brokers Could Help Protect Wealth

There’s an opportunity for brokers who specialise in HNW clients here; Inheritance tax receipts hit £0.7 billion in April 2024 according to data released by HM Revenue and Customs (HMRC) this morning. This is £85 […]

Insurance Brokers

Broker Opportunities: Digital & Property Assets Are Worth a Bit of Planning

The property boom of recent years may be coming to an end, but many people have become asset millionaires in the UK. Two things in life are certain of course and once you are gone, […]