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Financial Planning Today
financialplanningtoday. co. uk > news > iht-receipts-rise-to-fifth-consecutive-annual-record

IHT receipts rise to fifth consecutive annual record

4+ hour, 23+ min ago  (571+ words) Inheritance tax (IHT) receipts rose 2% to "8. 5bn in the 2025/26 tax year (2024/25: "8. 2bn), marking a fifth consecutive annual record. IHT receipts in March were "755m, an increase of "141m compared to February 2025. The Government expects to see a continued increase in the IHT take with…...

Financial Planning Today
financialplanningtoday. co. uk > news > global-cfp-numbers-reach-record-236, 300

Global CFP numbers reach record 236, 300

4+ week, 2+ day ago  (341+ words) The number of Certified Financial Planners around the world reached a record 236, 300 in 2025, up 5, 652 year on year - a growth rate of 2. 5%. Figures were released today by the Financial Planning Standards Board (FPSB), the Denver-based global CFP standards body. In the…...

Financial Planning Today
financialplanningtoday. co. uk > news > 77-of-advisers-have-seen-evidence-of-great-wealth-transfer

77% of advisers have seen evidence of 'great wealth transfer"

4+ week, 2+ day ago  (560+ words) The Great Wealth Transfer of trillions of dollars among high-net-worth (HNW) families is happening, according to a new study. More than three quarters (77%) of financial, wealth and legal practitioners say they have seen evidence of it in the past 12 months....

Financial Planning Today
financialplanningtoday. co. uk > news > iht-take-continues-upward-trajectory

IHT take continues upward trajectory

1+ mon, 2+ day ago  (555+ words) Inheritance tax has continued its upward trajectory with'receipts'for the 11 months April 2025 to February 2026 of "7. 7bn, "0. 1bn higher than the same period last year. Despite the rise there is some sign of the rapid growth in IHT slowing, at least temporarily, as house…...

Financial Planning Today
financialplanningtoday. co. uk > news > equity-income-trusts-to-combine-to-form-%C2%A3300m-trust

Equity income trusts merge to form "300m vehicle

3+ mon, 2+ week ago  (369+ words) Sarika Patel, chair of the Aberdeen Equity Income Trust The Aberdeen Equity Income Trust and Shires Income PLC are to combine to create an investment trust with net assets of over "300m. The deal is expected to complete by the end…...

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