Insights
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Bringing together partner-created content in one place, so you can quickly find the insights and guidance most relevant to you.
Rethinking pension wealth for a new IHT landscape
This practical case study explores estate planning strategies. Using a client scenario, it demonstrates how advisers can help clients reduce potential IHT liabilities through pension withdrawals, regular gifting from income and tax-efficient intergenerational wealth planning, while maintaining long-term financial security. Planning for the inclusion of defined contribution schemes in the IHT net It is fair […]
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Still time to register: Pensions and IHT
With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
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Pensions and IHT: should clients’ Expression of Wish be updated now?
With pension death benefit rules set to change from April 2027, now is the time to revisit Expression of Wish forms. Fidelity Adviser Solutions’ Paul Squirrell explores the practical planning considerations, potential pitfalls and what advisers should do if a client dies with outdated instructions.
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Helping clients pass on wealth with confidence
With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read
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Pensions and IHT – the final (ish) chapter
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
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Coaching the retirement mindset from saver to spender
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
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