Inheritance tax changes: what they mean for your pension
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT).
We don’t just look after you, we look out for you. That means we bring you insights, advice and keep you up to date on all kinds of legal matters so you can keep ahead.
We match a member of the team with the right expertise to every client, who will invest time getting to know you, who will look after your interests and ensure you have access to the whole firm when you need it.
The legal and financial matters might be complex, but we aim to keep things straightforward and explain everything in terms that are relevant to you.
At Tees, we have all the experience of our team of independent financial advisers and wealth planners to help you ensure you get the best from your savings for a comfortable and secure future. As a full-service law firm, we can also help you with wills and ways to limit your inheritance tax liability by careful planning, including using inheritance tax trusts.
With the right professional advice, you can make your savings work harder, providing independent tailored advice. We can help you with the full range of ISAs including cash ISAs, Stocks and Shares ISAs, Junior ISAs (JISAs), Help-to-buy ISAs, Lifetime ISAs (LISAs) and other forms of tax-free investing. We also help with investing in tax-efficient vehicles such as venture capital trusts, enterprise investment schemes and the alternative investment market.
The sooner you start to plan for retirement, the better. We can help with the different types of pensions and schemes that exist, including personal pensions, stakeholder pensions, Small Self-Administered Pension Schemes (SSASs), SIPPs (Self-Invested Personal Pensions), workplace pensions and National Employment Savings Trust (NEST) schemes. We can also help you with advice on taking an early pension, annuities, pension drawdown and tax-free lumps sums, and later life lending including equity release. Our Pension Transfer Gold Standard accreditation gives you the confidence that you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.
If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.
We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.
A truly dedicated team with the client's best interests always coming first.
The areas our savings, investments and pensions advisers can help you with include:
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT).
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If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.
