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).
Our experts will help you choose the protection plans that are right for you and your business.
Our insurance advisers are fully independent, and take a transparent and tailored approach to finding the right protection for your family based on your specific needs and circumstances. From life insurance to income protection insurance, we will find the right plan for you, so that your income and lifestyle are safeguarded if the unexpected happens.
Planning the right protections for your business will help your company survive and continue trading under challenging financial circumstances. We can help you find business protection cover that includes shareholder and partnership protection, and key person insurance that protects your business in the event of serious illness or death. Find employee benefits such as death in service benefit or relevant life and medical insurance.
As a full-service law firm, we can help with all your legal needs around future care planning. Our teams can help with all aspects of estate planning such as inheritance tax, wills and trusts.
Tees patiently explained everything in detail. They offered an excellent, professional, honest, trustworthy and friendly service.
If you’d like to meet one of our protection 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
The financial services provided on this page are by Tees Financial Limited, authorised and regulated by the Financial Conduct Authority. Registered number 211314.
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This material is for informational purposes only and does not constitute an offer or solicitation for the purchase or sale of any financial instrument. It is not intended as accounting, legal, tax, or investment advice. Past performance is not indicative of future results, and all investments carry risks, including the potential loss of capital.
Tees is a trading name of Tees Financial Limited, authorised and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).
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.
