Webinar Recording | Safeguarding your finances: How efficient planning can bolster your pension
Your pension remains one of the most powerful tools for protecting your financial future. However, with changes coming into effect from April 2027 - where most unutilised pension funds will be included in an individual’s estate upon death - inheritance tax (IHT) could become payable on pension pots passed to beneficiaries.
In this timely webinar, our expert panel will explore how efficient pension planning can help safeguard your wealth and ensure your legacy is protected for future generations.
In this timely webinar, our expert panel will explore how efficient pension planning can help safeguard your wealth and ensure your legacy is protected for future generations.
In this session, we cover:
- An overview of the tax and pension considerations in estate planning
- How pensions are treated for IHT and the importance of death benefit nominations
- How to maximise your pension before and after the April 2027 IHT changes
- Tax-efficient retirement planning
- Common mistakes and how to avoid them
- Client case study