45: Inheritance Tax Planning: Real-Life Scenarios and What You Can Do Now

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Retire Well with Wealth of Advice

Wealth of Advice

46 episodes

2 days ago

An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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45: Inheritance Tax Planning: Real-Life Scenarios and What You Can Do Now

Retire Well with Wealth of Advice

41 minutes 6 seconds

1 week ago

45: Inheritance Tax Planning: Real-Life Scenarios and What You Can Do Now

In this episode of Retire Well, Matthew and Joe tackle inheritance tax through five real-life case studies, exploring how upcoming changes — including pensions being pulled into the estate from 2027 — could affect your financial legacy. They break down key planning strategies for couples, single professionals, and retirees, covering gifting rules, trusts, pension death benefits, discounted gift trusts, and more. Whether you're looking to protect your estate, support your children or grandchildren, or simply understand the rules better, this episode offers practical insights to help you plan with confidence.

Got a question or scenario you'd like us to cover? Email us at retirewell@wealthofadvice.co.uk or leave a comment below.

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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.