Meg Bratley
-
Reeves considers changes to non-dom inheritance tax amid UK exodus – comment from Utmost Wealth Solutions
Chancellor Rachel Reeves is exploring reversing a decision to charge UK inheritance tax on the global assets of non-doms, following a spate…
-
Wealth tax changes drive renewed client focus on cash
Wealth tax changes announced in the last few months are changing the way that advisers need to approach cash management for their…
-
Inheritance tax enquiries jump by over a third in just one year
The number of Inheritance Tax (IHT) enquiries jumped by over a third (38 per cent) in the past year, according to data…
-
Reaction to Spanish Government plans for a 100% indirect property transfer tax on non-EU residents
The Spanish Government has recently presented to the Congress a new draft bill that intends, amongst other things, to impose a new…
-
Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
-
New HMRC surveys suggest valuable employment perks could be under threat
Two new surveys published by HMRC this week indicate that valuable employment perks such as salary sacrifice pension schemes and Benefit in…
-
Industry professionals comment on the latest IHT receipts for April
With the news of Inheritance Tax receipts for April 2025 reaching £0.8 billion, industry experts and professionals have shared their expertise: Ian…
-
Inheritance Tax Receipts raise £0.8 billion in one month
Inheritance tax receipts hit £0.8 billion in April 2025 according to data released by HM Revenue and Customs (HMRC) this morning. This is £97…
-
HW Fisher reacts to rising Inheritance Tax Receipts: Jamie Morrison comments on HMRC April data
In response to today’s bulletin published by HMRC on the taxes it collected in April, Jamie Morrison, Head of Private Client, at HW Fisher…
-
Tax receipts rise again with employer NICs changes set to be included next month
As the latest HMRC tax receipts and National Insurance contributions figures are released, Shaun Moore, tax and financial planning expert at Quilter shares…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
-
CGT receipts will disappoint the Chancellor but growing demand for financial planning amid tax reforms and wealth flows
Despite Capital Gains Tax (CGT) receipts undershooting the Autumn Budget forecasts and a £20 billion downgrade to the Capital Gains tax-take predicted…
-
Two thirds of platforms failing to provide holistic CGT support for advice firms
Research published today by tax reporting experts FSL, shows more than two thirds of platforms are not providing advisers with holistic CGT planning…
-
HMRC simple assessments soar 74% in a year as stealth tax hits pensioners
New figures obtained by Quilter, the wealth manager and financial adviser, under the Freedom of Information Act reveal that HMRC issued 1.32…
-
SPW: three-quarters of people don’t understand IHT
A new report from Schroders Personal Wealth (SPW) has revealed that many people are not financially prepared for the future. Uncertainty around…
-
HMRC “dawn raids” jump to 648: Pinsent Masons highlights intensified crackdown on tax fraud
HMRC conducted 648 dawn raids last year, up from 623 raids in the previous year, as steps up its campaign against tax…
-
HMRC launches new online interactive help for compliance checks
Businesses and individuals can benefit from HM Revenue and Customs’ (HMRC’s) new online interactive tool that guides them through tax compliance checks. …
-
FOI data shows just 2% of estates use this IHT mitigation rule but its use set to skyrocket
New freedom of information data from HM Revenue and Customs (HMRC), collected by Quilter, the wealth manager and financial adviser, reveals that…
-
Government’s consultation on agricultural and business property reforms: how will this affect inheritance tax?
On 7 April 2025, the Department for Environment, Food & Rural Affairs (‘DEFRA’) published its Farming Profitability Review, adding further dialogue to…
-
HMRC simplifies tax reporting as more taxpayers face Self Assessment amid shrinking allowances
Rachael Griffin, tax and financial planning expert at Quilter, comments on the latest HMRC tax update on simplification, administration and reform: “The…
-
Child benefit opt outs drop for the first time in over a decade
Holly Tomlinson, financial planner at Quilter comments on the annual Child Benefit statistics: “This latest data shows just how far the High…
