In this episode, Mark Fenlon (Head of Technical Services) and Brian Rathbone (Technical Counsel) unpack the impact of recent budget changes on pensions and inheritance tax (IHT). They explore options for wealth transfer, the implications of upcoming IHT reforms, and planning options that advisers can use to support clients.

The discussion also covers the role of trusts, trust registration requirements, investment bonds, and business property relief in managing intergenerational wealth. With strategic insights this episode is essential listening for financial professionals navigating today’s evolving tax landscape.

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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.