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Pensions Come Into the Inheritance Tax Net on 6 April 2027 — What Families Should Be Doing in the Twenty Months Left

by johnireland | Articles

The Single Biggest Change to Estate Planning in a Generation For the last decade, pensions have been the most inheritance-tax-efficient asset most families own. Advice was straightforward: spend other savings, leave the pension untouched, pass it on outside the...

TLDR: HMRC’s £1.36 Billion Inheritance Tax Clawback

by johnireland | Tax Talk

HMRC has recovered an extra £1.36 billion from inheritance tax investigations over the past five years, while IHT receipts hit a record £8.5 billion. The proportion of UK deaths triggering an IHT bill is now the highest in almost twenty years. The new battleground is...

HMRC Has Clawed Back £1.36 Billion in Underpaid Inheritance Tax — And Property Valuations Are the New Battleground

by johnireland | Articles

A Record Year for Inheritance Tax — and for Enforcement Inheritance tax receipts reached a record of nearly £8.5 billion in the last tax year. What has received far less attention is how much of that money HMRC had to go and find. New figures show that investigations...

TLDR: Good to Great by Jim Collins — Lessons for Business Owners

by johnireland | The Book Shelf

Jim Collins studied 1,435 companies over 40 years to find out why some make the leap from good to great while others never do. The answer was not celebrity leadership, breakthrough technology, or being in a glamorous industry. It was discipline. The key ideas: Level 5...

Good to Great by Jim Collins — What Separates the Companies That Make the Leap from Those That Don’t

by johnireland | Articles

The Question Behind the Research Jim Collins and his research team spent five years asking a single question: why do some companies make the leap from being merely good to being truly great — and sustain that greatness — while others in the same industries, with the...
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About Us

With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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