{"id":34077,"date":"2026-03-11T10:50:56","date_gmt":"2026-03-11T10:50:56","guid":{"rendered":"https:\/\/new.contentdeployment.co.uk\/tomd\/2026\/03\/11\/wealth-in-the-news-9\/"},"modified":"2026-03-11T13:42:12","modified_gmt":"2026-03-11T13:42:12","slug":"wealth-in-the-news-9","status":"publish","type":"post","link":"https:\/\/new.contentdeployment.co.uk\/tomd\/2026\/03\/11\/wealth-in-the-news-9\/","title":{"rendered":"Wealth –\u00a0In the news\u00a0"},"content":{"rendered":"
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77% of high-net-worth individuals began making significant charitable donations after surpassing \u00a32m in personal wealth  <\/td>High-net-worth individuals want their money to carry meaning, so philanthropy is becoming integral to wealth planning <\/td>Inheritance Tax receipts continue rising, with forecasts suggesting revenues could reach \u00a314bn by 2030 <\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div>\n\n
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Wealth milestones trigger significant giving<\/strong> <\/h2>\n<\/div>\n\n
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A study from Barclays Private Bank and Wealth Management1<\/sup> found that for high-net-worth individuals (HNWIs), reaching certain wealth milestones often triggers charitable giving. Based on responses from 500 HNWIs, 77% began making significant charitable donations after surpassing \u00a32m in personal wealth, while 51% started giving before reaching \u00a31m. With a third of respondents expecting inheritances of \u00a31m or more, philanthropic activity is likely to accelerate in the years ahead. <\/p>\n<\/div>\n\n

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Head of Philanthropy at Barclays Private Bank and Wealth Management, Juliet Agnew, commented on the findings, \u201cThe view of philanthropy amongst HNW individuals in the UK is shifting to become an integral part of wealth planning. As the research shows, once individuals reach key milestones in their wealth journey, they increasingly want their money to carry meaning as well as value<\/em>.\u201d <\/p>\n<\/div>\n\n

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IHT receipts continue their upward climb<\/strong> <\/h2>\n<\/div>\n\n
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Inheritance Tax (IHT) receipts show no signs of slowing, with the latest HM Revenue & Customs2<\/sup> data revealing continued year-on-year growth. Between April and September 2025, IHT receipts totalled \u00a34.4bn, around \u00a3100m more than during the same period in 2024, representing a 2.3% increase. If the current pace continues, total receipts for the 2025\/26 tax year could reach approximately \u00a38.8bn, setting yet another record. Looking ahead, the Office for Budget Responsibility (OBR) forecasts that IHT revenues could potentially rise to \u00a314bn by the end of the decade. <\/p>\n<\/div>\n\n

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1<\/sup>Barclays, 2025, 2<\/sup>HMRC, 2025 <\/p>\n<\/div>\n\n

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The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. The Financial Conduct Authority does not regulate Will writing, tax and trust advice and certain forms of estate planning.<\/strong> <\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

77% of high-net-worth individuals began making significant charitable donations after surpassing \u00a32m in personal wealth   High-net-worth individuals want their money to carry meaning, so philanthropy is becoming integral to wealth planning  Inheritance Tax receipts continue rising, with forecasts suggesting revenues could reach \u00a314bn by 2030  Wealth milestones trigger significant giving  A study from Barclays Private Bank and Wealth Management1 found […]<\/p>\n","protected":false},"author":12,"featured_media":34081,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[32,89],"tags":[],"hd_content_source":[116],"_links":{"self":[{"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/posts\/34077"}],"collection":[{"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/comments?post=34077"}],"version-history":[{"count":1,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/posts\/34077\/revisions"}],"predecessor-version":[{"id":34082,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/posts\/34077\/revisions\/34082"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/media\/34081"}],"wp:attachment":[{"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/media?parent=34077"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/categories?post=34077"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/tags?post=34077"},{"taxonomy":"hd_content_source","embeddable":true,"href":"https:\/\/new.contentdeployment.co.uk\/tomd\/wp-json\/wp\/v2\/hd_content_source?post=34077"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}