Are your family ready for the largest intergenerational transfer in history?
Largest wealth transfer in history: how planning can protect your family’s future
Financial empowerment for retirement control
Financial empowerment starts with clarity and confidence around your pension. With many savers off track, now is the time to plan, contribute and take control of your retirement future – putting it off shouldn’t be an option for you.
Gen Z – betting on an inheritance – time to stand on your own two feet?
Some Gen Z and Millennials expect to use inheritance to fund retirement, but this is risky. Making pension contributions early, combining your pots and making the most of tax relief can help prepare for a more reliable financial future.
Unspent pensions to be included in IHT from 2027
From April 2027, unspent pensions will fall within IHT, potentially raising bills and risking double taxation. Reviewing your arrangements now, from gifting and trusts to charitable giving, can help protect wealth and ensure assets pass smoothly to loved ones.
