15/06/2026
Our Director Kate Gannon was pleased to contribute to a recent Professional Adviser article on the proposed inheritance tax changes for pensions.
Whilst legislation may change, the importance of planning ahead does not.
The most valuable conversations I am having with clients are no longer just about tax efficiency, but about family, legacy and ensuring wealth passes to the right people in the right way.
Good financial planning is about helping clients navigate change with confidence.
Jenna Brown talks to advisers about upcoming IHT changes and how the policy shift has changed the way they work with clients...