Please see below our selection of guides available for download. They are free to download so click to find out more.
What is changing, whether it could affect you, and the conversations worth having now. From 6 April 2027, most unused Pension funds and relevant Pension Death Benefits will be included when calculating your Estate for Inheritance Tax. For some families,….
Helping with a first home, education or a family milestone can make a difference at the moment it is needed most. But any gift should work for your future as well as the person receiving it. Our free guide explores….
Eight questions to help you find a useful starting point Do you know roughly what your estate is worth when Pensions are included? Have you reviewed your Pension nominations? Could your family find every Pension and know who to contact?….
What changes in April 2027? Does your Will decide who receives your Pension? Should you change how you draw Retirement income? Our free Master FAQ brings together 25 short answers to common questions about Pensions, Inheritance Tax and preparing your….
A working lifetime can leave you with several Pensions, old statements and providers that have changed their names. Would your family know where to begin? From April 2027, relevant Pension Wealth will also need to be considered as part of….
The April 2027 pension and Inheritance Tax changes may make you question the order in which you use your savings. Should you draw more from your Pension and leave your other assets untouched? There is no answer that suits everyone…..
Conversations about Pensions and Inheritance can feel awkward. Yet a few calm discussions can help your family understand what is in place and where to start when they need it. You do not have to disclose every balance or promise….
The Pension and Inheritance Tax rules are changing in April 2027, but the effect will be different for every family. How do you work out whether the change is important for you? Our free guide helps you build an initial….
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