All content for The Money Marketing Podcast is the property of moneymarketing and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The latest news, views and expert analysis as the Money Marketing team are joined by leading industry guests.
Pensions and Protection Podcast: Inheritance Tax on Pensions
The Money Marketing Podcast
38 minutes
1 month ago
Pensions and Protection Podcast: Inheritance Tax on Pensions
In this episode, we tackle the monumental shifts in UK inheritance tax (IHT) rules. Joining us from Royal London's Technical Marketing Team is Justin Corliss, who breaks down the impact of the October 2024 budget announcement on pensions.
We'll discuss how unused pension pots and death benefits are set to be included in IHT calculations from April 2027, and what this means for your clients' financial plans. Justin clarifies the new payment process, the surprising exemption for death-in-service benefits, and provides a crucial checklist for financial advisers. Whether you're an expert or a newcomer to this topic, you'll gain valuable insights to navigate these changes and help your clients plan for their legacy.
This episode is brought to you in association with Royal London.
Pensions & Protection Podcast
The Money Marketing Podcast
The latest news, views and expert analysis as the Money Marketing team are joined by leading industry guests.
