top of page

The Cashflow Coach

Public·6 members

Understanding the New IHT Rules for Pension Death Benefits from April 2027: What You Need to Know


📢 Important Update for Pension Savers! 🏦💡

Big changes are coming to pensions and inheritance tax (IHT) from April 2027. If you’ve been saving for the future or planning your estate, this could have a significant impact on your loved ones. 💼❤️

In our latest article, we unpack the new IHT rules, what they mean for pension scheme members, and how you can take proactive steps to protect your wealth. From tax-efficient gifting 🎁 to updating your beneficiary nominations 📜, we’ve got the insights you need.

👉 Read the full article here: [Blog Link]

💬 Don’t panic—these changes are still under consultation, and there’s plenty of time to plan! If you’re unsure about your next steps, reach out for expert guidance. Together, we can secure your financial future. 💪✨

📞 Have questions? Let’s talk!

#FinancialPlanning #Pensions #IHT #WealthManagement

7 Views

About

About the Financial Life Coach Group Welcome to the Financia...

  • LinkedIn
  • White Facebook Icon
  • White Twitter Icon

Disclaimer: Educational Financial Services Only

Financial Life Coach is a trading style of The Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568). We provide educational financial services, not regulated financial advice, which means we are not overseen by the Financial Conduct Authority (FCA) and do not hold FCA registration.

All the information on this website is for educational purposes only and is not professional financial advice. Our goal is to help you improve your financial understanding and make informed decisions, in line with FCA guidelines (PERG 8.26.2) and the Financial Services and Markets Act 2000. These laws clarify that educational services like ours don't require FCA regulation, as we do not promote or advise on regulated financial products.

We operate under the protection of UK consumer laws, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition and Consumers Act 2024. These laws are enforced by the Competition and Markets Authority, ensuring our clients are well protected. It’s worth noting that these protections may differ from those provided by FCA-regulated firms.

If you're looking for regulated financial advice specific to your circumstances, we recommend speaking to an FCA-regulated financial adviser. If you have any questions about what we offer or how our services align with consumer protection laws, feel free to read our terms and conditions or contact us directly.

 

© 2024 by The Academy of Life Planning Limited. Powered and secured by Wix

bottom of page