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Financial Planning For Inheritance Journal

Thu, Oct 291 report
Top story · Local · 16:47

Why Financial Planning for Inheritance Matters More Than Ever

I have spent the better part of two decades working with families who want to pass something on. Not just money, but security, choices, a head start. And over that time, I have watched the rules shift more times than most people realise. The landscape of inheritance tax and pensions is about to change again, and this time the impact could be profound. If you have a defined contribution pension, or you are the beneficiary of one, the way that pension pot is treated after deat

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