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The Cashflow Coach

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How to Protect Your Pension from Inheritance Tax


📢 Important Changes to Pension Inheritance Tax – Here’s How to Protect Your Wealth! 💡

From April 2027, pensions will no longer be exempt from inheritance tax, meaning without careful planning, more of your hard-earned savings could end up in the hands of the taxman instead of your loved ones. But don’t worry – there are ways to safeguard your pension and ensure your family benefits as much as possible! ✅

In our latest blog, we break down practical steps you can take today to minimise tax and maximise your legacy. Whether it’s gifting to family, using trusts, or making smart investment choices, we’ve got you covered.

👉 Read the full article here: [Blog Link]

🔹 Plan ahead. Protect your legacy. Secure your family’s future.💬 Have questions? Drop them in the comments or reach out – we’re here to help! #FinancialPlanning #InheritanceTax #PensionProtection #RetirementPlanning

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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.

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