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For years, pensions were seen as a safe way to pass down wealth, sitting outside your estate and free from inheritance tax. But that’s changing.
With pensions now potentially liable for inheritance tax, it may be wiser to spend your pension for yourself or explore other planning tools to pass wealth on.
Tune into this short episode where Adrian Murphy, CEO of Murphy Wealth, explains how recent changes could affect your pension, inheritance tax planning, and why a smart financial strategy matters more than ever.
*This content is not financial advice. For guidance tailored to your unique needs and goals, please consult a qualified financial advisor.
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