Mark Devlin: When keeping things tax-free is not tax-efficient professionaladviser.com/4040495/ via @profadviser

If there was ever a challenge for the industry, it's IHT. The school report would say 'could do better' ... IHT receipts up £0.6bn, HMRC data reveals professionaladviser.com/4040731/ via @profadviser

Govt tweaks CGT regime but leaves IHT untouched for now professionaladviser.com/4041340/ via @profadviser

Must be a slow day for news in FS... How to make the most of discounted gift trusts ftadviser.com/investments/20…

Estate planning: do not stick your head in the sand ftadviser.com/investments/20…

WAY Trustees are attending #PA360North today showcasing our new Trust Acrobat. Come and say Hello.

Not had much time to read finacial stuff this week but this one caught my eye enough to read. Interesting perspective. Chris Budd: The emergency financial plan professionaladviser.com/4044039/ via @profadviser

Total IHT receipts hit £5bn for current tax year moneyage.co.uk/total-iht-rece…

Trust writing service for advisers launches ftadviser.com/your-industry/…

Wealth transfer worries are among advisers’ top concerns moneymarketing.co.uk/opinion/wealth…

HMRC’s IHT receipts total £1.1bn for April and May moneyage.co.uk/hmrcs-iht-rece…

Why trusts are essential to the adviser toolkit ftadviser.com/protection/202…

A useful update from HMRC - Trustees yet to deal with this should grab the opportunity with both hands gov.uk/hmrc-internal-…

Flexible Reversionary Trust anyone?... Half-a-job is alive and well in our industry, if it suits your narrative... Advisers predict drop in gifting as IHT mitigator amid inflation angst professionaladviser.com/4058847/ via @profadviser

I am looking to compare platform (nominee fees) between various companies. Is there a resource out there that covers that in one place? If it exists could someone point me in the right direction? TIA

#Platform #Wrap #IFA

I was somewhat bemused to see these two slides put up at our industry flagship event recently. That’s not what the Finance Act 1976 says If BPR is being sold by the adviser community on this basis it’s being mis-sold Our industry really should do better #PFS #IHT #CII #FCA

Are they saying this is fully exempt after 2yrs then? I suggest it only 'Qualifies' which is quite different to being fully exempt, after 2yrs... IFAs cite speed of IHT mitigation as critical in lead up to Consumer Duty moneyage.co.uk/ifas-cite-spee…

The constituency most opposed to inheritance tax... and it doesn't vote Tory telegraph.co.uk/tax/inheritanc…

Not long to our first event in Bristol. Please get in touch if you would like to reserve a place. It would be great to meet existing connections and make new ones. #IHT #EstatePlanning #Trusts