Inheritance tax planning is becoming increasingly complex, particularly with pensions due to come within the scope of inheritance tax from 2027.
While these decisions are often shaped by emotion and family considerations, this experience focuses on the financial impact of the options available to you.
Understanding the numbers first can help you make more informed decisions and explore the approach that best aligns with your goals alongside your financial planner.
Former Labour Chancellor of the Exchequer, Roy Jenkins, in 1986
The easiest way to potentially reduce your liability but be careful what you spend it on.
Help the lives of loved ones, but care needs to be taken to ensure how effective this can be.
With a myriad of rules and options, investing should be reviewed with your Financial Planner.
Also known as the sticking plaster method, and not potentially suitable for longer-term planning.
Spend it
Gift it
Invest it
Insure it
Ben Rogers explains each strategy in detail, using real-life case studies to bring the options to life and help you understand what they could mean for you and your family.
With over 25 years' experience in protection planning, Tim will help you navigate the options available and find the approach that gives you and your loved ones confidence for the future.
Listen to Equilibrium founder Colin Lawson as he explains the changing tax landscape and explores the strategies available to help mitigate its impact on you and your family.
Don't just take our word for it. Explore this guide from Unbiased, a respected source of independent financial information, to learn more about inheritance tax planning and the options available.
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Equilibrium Financial Planning founder Colin Lawson passes away
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