Why diversification is key to a well-rounded VCT investment
News & Articles
Why diversification is key to a well-rounded VCT investment
VCTs have become a valuable tool for advisers—offering tax benefits, growth potential, and crucial diversification through early-stage company exposure.
Why advisers can’t ignore the growing estate planning advice opportunity
News & Articles
Why advisers can’t ignore the growing estate planning advice opportunity
Triple Point explains why the increased need for estate planning strategies should include investments that use Business Relief for inheritance tax exemption.
Inheritance tax planning for clients who want to retain access and control
Scenario
Inheritance tax planning for clients who want to retain access and control
Jessica’s adviser helped give her peace of mind for her legacy without losing ownership over her wealth.
Inheritance tax planning for clients with limited life expectancy
Scenario
Inheritance tax planning for clients with limited life expectancy
Martha’s adviser empowered her to secure her legacy without a seven year wait for full IHT relief.
Inheritance tax planning for clients with Power of Attorney
Scenario
Inheritance tax planning for clients with Power of Attorney
Mariam’s adviser helped her son Finn carry out vital estate planning on his mother’s behalf.
Why now is the crucial time for client conversations on IHT
News & Articles
Why now is the crucial time for client conversations on IHT
Rachel Reeves’ Autumn Budget 2024 may well prove the most transformative shift in inheritance tax (IHT) policy in a generation, causing thousands more estates to unwittingly leave behind an IHT bill.
Explaining the pros and cons of gifting to clients
News & Articles
Explaining the pros and cons of gifting to clients
Each tax year, everyone has a £3,000 annual gifting allowance, known as the ‘annual exemption’. This means gifts up to that amount can be passed on to one person or split between several people.
The estate planning ‘triple whammy’ clients don’t know about
News & Articles
The estate planning ‘triple whammy’ clients don’t know about
We’re entering a new phase in estate planning, where many wealthy clients may find their position is more exposed than expected.
Clients do not fear tax – they fear loss
News & Articles
Clients do not fear tax – they fear loss
Loss aversion is not just a market concept. Clients feel it when money moves around – and the same can apply when discussing an IHT liability.
The fundamentals of IHT and Business Relief
News & Articles
The fundamentals of IHT and Business Relief
Against a backdrop of more families facing an IHT liability, the fundamentals matter more than ever.
Three talking points for client conversations about life and legacy
News & Articles
Three talking points for client conversations about life and legacy
Estate planning conversations don’t need to to focus on death and taxes. They can be about a client’s legacy.
How advisers can defuse the pension IHT timebomb
News & Articles
How advisers can defuse the pension IHT timebomb
As 6 April 2027 draws near, thousands of pension pots will be brought into scope for inheritance tax.
The threat, fear and opportunity surrounding pensions and IHT
News & Articles
The threat, fear and opportunity surrounding pensions and IHT
Dave Lardner, co-founder of adviser consultancy Adeptli, discusses the upcoming changes to IHT, pensions and estate planning.
CASE STUDY
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Pelago is an online virtual clinic that offers personalised care for members wanting to cut back, stop or otherwise manage substance use across tobacco, alcohol and opioids.
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