37: Inheritance Tax & Pensions: Smart Strategies to Pass on Wealth

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Retire Well with Wealth of Advice

Wealth of Advice

44 episodes

2 days ago

An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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37: Inheritance Tax & Pensions: Smart Strategies to Pass on Wealth

Retire Well with Wealth of Advice

35 minutes 28 seconds

1 month ago

37: Inheritance Tax & Pensions: Smart Strategies to Pass on Wealth

In this episode of Retire Well, Matthew and Joe dive deep into one of the most topical financial planning issues today: Inheritance Tax (IHT) and how changes to pension legislation could impact your estate.

They explore:

- The implications of pensions being included in your estate for IHT

- The 7-year rule and gifting strategies

- How rising house prices and frozen tax bands are pulling more people into the IHT net

- Smart ways to pass on wealth tax-efficiently using pensions, trusts, life insurance, and surplus income

- Real-life examples of multi-generational planning

- Why reviewing death benefits and pension structures is crucial

Whether you're planning for retirement or thinking about your legacy, this episode is packed with practical insights and actionable advice.

📩 Got questions? Drop them in the comments or email us at retirewell@wealthadvice.co.uk

🔔 Subscribe for weekly episodes on retirement planning, pensions, and financial wellbeing.

STEP BY STEP FOR ST CUTHBERT'S HOSPICE

The Wealth of Advice team is walking and running a collective 1,988km between 19th August and 19th September, honouring the year St Cuthbert’s Hospice was founded.

We’re aiming to raise £1,988 to support the incredible work the hospice does every day, providing compassionate care to those facing life-limiting illnesses in Durham.

Whether it’s a morning jog, weekend hike, or lunchtime stroll; every step counts.

To find out more and donate to the cause, visit our website at the link below:

https://www.wealthofadvice.co.uk/step-by-step-for-st-cuthberts-hospice

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Call us: 0191 384 1008

Email us: retirewell@wealthofadvice.co.uk

Website: www.wealthofadvice.co.uk

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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.