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Our articles

Here you can access a number of articles from our supporting partners:

A guide to IHT for advisers

Fidelity International

A guide to IHT for investors

Fidelity International

Rethinking estate planning

Fidelity International

Will Trusts v Lifetime Trusts: A Practical Guide

BWTC

BWT Fact Sheet The Importance of Children's Trusts in Wills

BWTC

Reframing client conversations ahead of the 2027 pension inheritance tax changes

NextWealth, in association with Quilter

Preparing for the pension IHT changes

Quilter

12 practical steps to help your clients prepare for the 2027 inheritance tax changes.

Aegon

April 2027 is coming: what professionals need to know about retirement, death, and spousal bypass trusts.

Aviva, May 2026

How attorneys can use Business Relief to reduce IHT on behalf of a client who has lost capacity - without Gifting assets away.

Downing, May 2026

Decumulation after 2027: How retirement income plans are changing.

Aviva, May 2026

Planning scenario: Clients with limited life expectancy: How Business Relief investments can reduce IHT exposure in two years - even when time is short.

Downing, May 2026

Business Relief has changed: what advisers need to know: Business Relief reforms are reshaping IHT planning. Explore the new BR allowances, AIM changes and what advisers should do next.

Downing, May 2026

Autumn Budget – what does it mean for your customers?

Aviva, May 2026

Planning scenario: Estate planning within an ISA: How AIM Business Relief investments can reduce IHT exposure from an ISA while preserving its tax benefits.

Downing, May 2026