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Advisers see boom in demand for IHT advice with new clients making most of the enquiries - IFA Magazine

Summary by IFA Magazine
Advisers are seeing a surge in demand for advice on Inheritance Tax (IHT) planning with new clients accounting for most of the enquiries, new research* from investment manager Downing shows. In Downing’s survey of UK financial advisers and wealth managers, more than two out of five (43%) say enquiries are mainly coming from new clients, while 17% say enquiries are mainly coming from existing clients, with 39% saying it’s a mix. Downing’s study s…
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Family Business UnitedFamily Business United

Quantifying The Impact Of The Autumn Budget On Family Firms

The Autumn Budget introduced significant changes to the Inheritance Tax (IHT) system, specifically affecting how Business Property Relief (BPR) and Agricultural Property Relief (APR) apply to family-owned businesses. These reforms are expected to have a major impact on family businesses and farms across the UK, particularly those with multi-generational ownership.With 5 million family firms in the UK employing more than 15 million people and con…

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Spear's MagazineSpear's Magazine

Wealthy British expats big winners from IHT changes

The UK's increasingly hostile tax environment has forced many of the nation's super-rich overseas. While some may have considered the relocation temporary, new Inheritance Tax (IHT) changes about to come into play could give them more reasons not to return to the UK for a while longer, a leading tax expert has suggested. From 6 April 2025, individuals not classified as ‘long-term UK residents’ (LTR) will see their non-UK assets fall outside the …

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IFA MagazineIFA Magazine

Advisers see boom in demand for IHT advice with new clients making most of the enquiries - IFA Magazine

Advisers are seeing a surge in demand for advice on Inheritance Tax (IHT) planning with new clients accounting for most of the enquiries, new research* from investment manager Downing shows. In Downing’s survey of UK financial advisers and wealth managers, more than two out of five (43%) say enquiries are mainly coming from new clients, while 17% say enquiries are mainly coming from existing clients, with 39% saying it’s a mix. Downing’s study s…

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Smailes GoldieSmailes Goldie

Major changes to Inheritance Tax from April – How new residence rules and the end of non-dom status could affect your estate - Smailes Goldie

Major reforms to the UK’s Inheritance Tax (IHT) regime are on the horizon, with sweeping changes, particularly affecting non-domiciled individuals (non-doms) set to take effect from 6 April 2025. At the heart of these reforms is a move away from the current domicile-based framework to a residence-based system. For many people, particularly non-UK domiciled persons residing in the UK, this could affect their estate planning and succession strateg…

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Smailes Goldie broke the news in on Wednesday, March 26, 2025.
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