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Navigating The Pension and Inheritance Tax Changes
Join us for an insightful webinar as we explore the significant changes introduced in the 2024 Autumn Budget regarding pensions and inheritance tax (IHT). Starting from April 2027, unused pension funds and death benefits will now be included in the value of a person’s estate for IHT purposes, marking a major shift in estate planning strategies.
This webinar will be hosted by Brad Ainsworth from Cathedral Wealth Management, Oliver Papa from Time Investments and Ellen Cornelious from St. James’s Place.
This session will cover:
Understanding the Changes: A detailed breakdown of how pensions will now be liable for IHT, including the scope of affected pension types.
Implications for Estate Planning: The impact of these changes on beneficiaries, estate liquidity, and overall financial planning.
Solutions and Strategies: Practical advice on how to optimise your pension funds under the new rules, including tax-efficient withdrawal strategies, use of trusts, and other estate planning tools.
Maximising Pension Benefits: Tips to make the most out of your pension while minimising IHT liabilities.
This webinar is essential for individuals looking to safeguard their legacy and adapt to the evolving financial landscape. The team at Cathedral Wealth Management will provide actionable insights to help you navigate these changes effectively.
Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy
Cathedral Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
SJP Approved 24/2/2025
