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).
I provide a wealth of technical knowledge and support to ensure the financial well-being of our clients and their families. I take a holistic view to financial advice and work with all areas of finances ranging from pensions to investments, life insurance and estate planning. I provide bespoke financial advice solutions to individual clients and their families, trustees and businesses. I am a Fellow of the PFS, which is the most prestigious level of qualification that can be attained by a financial adviser, and I hold Chartered Financial Planner status.
Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
I have been working in financial services since 2009 and bring to Tees knowledge and experience in private wealth management.
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT).
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a
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