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Media Releases

Media Releases

Chesnara Life media releases

Read the latest statements and press releases from Chesnara Life. If you are a journalist, our communications team can be contacted by email: fiona.vale@chesnaralife.co.uk

  • London, 28th July 2026 – There is an opportunity for the industry to further support advisers’ understanding of onshore investment bonds, according to new research from Chesnara Life (UK) Ltd.1

    Research for its Onshore Bond Adviser Sentiment Survey points to advisers’ appetite for ongoing professional development and education, with 71% saying increased training would help them to improve client understanding of the benefits of onshore investment bonds.

  • London, 8th July 2026 – Advisers are increasingly turning to onshore investment bonds in response to changes in the tax treatment of investments with adviser enthusiasm set to rise further, new research from Chesnara Life (UK) Ltd shows.1

    Its Onshore Bond Adviser Sentiment Survey found more than two out of five (43%) of advisers say they are increasingly using onshore investment bonds with clients in response to tax rises on investments in general.

  • London, 20th May 2026 – Advisers are increasingly using onshore investment bonds as part of financial planning strategies as interest from clients increases, new research from Chesnara Life (UK) Ltd shows.1

  • London, 12th May 2026 – Inheritance tax (IHT) thresholds would be £270,000 higher by the 27/28 tax year if they had risen in line with inflation, new analysis1 from Chesnara Life (UK) Ltd shows.

    The onshore investment bond provider calculates that the £325,000 nil rate band for IHT would be set at £537,000 by the 27/28 tax year while the £175,000 resident nil rate band would be £233,000 if both had indexed in line with inflation taking them to a combined £770,000 before IHT would kick in.

  • London, 23rd April 2026 – Commenting on this morning’s HMRC inheritance tax (IHT) data1, Mark Lambert, Head of Onshore Bond Distribution, Chesnara Life (UK) Ltd, said:

    “The continuing rise in IHT receipts highlights the growing complexity of estate planning for advisers and the need to access the widest range of solutions possible.

    “Advisers and clients are already in the countdown to changes coming in from April 2027, when unused pension benefits will start to be included within estates for IHT purposes. Combined with the ongoing freeze to the IHT thresholds until 2031, this means many families are likely to face increased exposure over the coming years.”

  • London, 20th April 2026 – Chesnara Life (UK) Ltd is expanding its support for advisers as demand grows for estate planning solutions.

    It has enhanced its comprehensive Estate Planning Manual and adapted adviser support services to reflect the growing complexity in supporting clients with estate planning solutions.

  • London, 2nd June 2026 – The inclusion of unused defined contribution (DC) pension funds in estates is shaking up advice and boosting the use of onshore investment bonds as a solution, new research1 from Chesnara Life (UK) Ltd shows.

    On average, advisers say more than a quarter (26%) of clients are already overhauling estate planning advice ahead of the measure which comes into effect in April next year, the study found.

  • London, 20th March 2026 – Comment from Mark Lambert, Head of Onshore Bond Distribution, Chesnara Life (UK) Ltd:

    “The latest HMRC figures on Inheritance Tax receipts show that Inheritance Tax receipts for April 2025 to February 2026 are £7.7 billion, which is £0.1 billion higher than the same period last year and look likely to continue to increase.

    “Government forecasts from the Office for Budget Responsibility show receipts could more than double to £14.5 billion by the 2030/31 tax year* as the freeze on IHT tax-free thresholds continues.