One third of clients hit by frozen inheritance tax say financial advisers

Mark Battersby
clock • 3 min read

One third (31%) of clients are likely to be affected by the frozen inheritance tax (IHT) thresholds, according to a survey of financial advisers from Octopus Investments. This is almost double the number of their clients (17%) that advisers said would be impacted by the freeze to the pensions Lifetime Allowance (LTA) announced in this year's UK Budget. Both thresholds have been frozen until April 2026. Research was conducted by Opinium amongst 208 financial advisers between 29 April and 4 May 2021. While the majority of financial advisers (64%) said affected clients were aware of t...

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