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Pondering planning with pensions in the IHT world

21 Aug 25 1 min read

Pensions in an IHT world

July saw the much anticipated response to the governments consultation on Pensions and IHT.

Now we have a clearer picture of what is ahead, it is now time to ponder what this means for clients financial planning. IHT tails probably shouldn't be wagging the retirement outcomes dog so there will be a need to balance retirement income / care needs against intergenerational efficiency. Pension first in, first out? Just buy an annuity? Do bypass trusts have a role to play? When to act?

Les Cameron (Head of Technical, M&G Wealth)

They ponder planning in a world where pensions are in the IHT net..

Up to 90 minutes (including Q&A)    I   Structured CPD accredited by CII

Learning outcomes

By the end of this session, you will be able to:

  • Explain the changes to pension death benefit taxation from April 2027.
  • Evaluate different options to mitigate a pension driven IHT liability.

Registration details:

Thursday 21st August at 10a.m

Register here

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