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Adviser study reveals clients cutting pension payments for IHT purposes


By Michael Griffiths

Forty-seven per cent of advisers have reported that their clients are cutting pension contributions to invest in inheritance tax (IHT) solutions, new research by Downing has indicated.

The investment manager, which interviewed 100 UK financial advisers and wealth managers, noted the trend comes ahead of the deadline for unused pension funds being included in estates


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Fifth of HNWIs unaware of private pension IHT changes

Almost a fifth (19 per cent) of high-net-worth individuals (HNWIs) aged 55 and over are unaware that unused private pensions will be liable for inheritance tax (IHT), Charles Stanley research has found

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