Tax & allowances
Income tax, CGT, IHT and the annual allowances that shape financial planning recommendations.
4 articles
Tax & allowances 4 min
Discretionary trust inheritance tax: what advice firms need to document
An adviser-focused guide to discretionary trusts and IHT, covering suitability rationale, client objectives, tax charges, trustee duties and records.
16 September 2026
Tax & allowances 4 min
Gifts out of surplus income letter: what a good client record should cover
What advisers should include in a gifts out of surplus income letter or record, with practical prompts for clients and review files.
16 September 2026
Tax & allowances 4 min
Gifts out of surplus income: records advisers should tell clients to keep
A practical adviser guide to gifts out of surplus income, focused on the records clients need to keep and what advice firms should document.
16 September 2026
Tax & allowances 4 min
Adviser support after client death: family, beneficiary and executor workflow
A practical guide for advice firms on supporting families, beneficiaries and executors after a client dies, with record and workflow prompts.
16 September 2026
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