IHT Planning and Pensions

Inheritance Tax. Card and keys with key chain in shape of house

IHT Planning and Pensions Until the 2024 Budget, the best available Inheritance Tax plan was the personal pension. This is because there is tax relief on contributions, the fund builds up in a tax advantaged environment and there is no IHT on death. However, Rachel Reeves in her Budget decided that this was too generous…

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Retiring with a Pot of £250,000: Strategies for a Secure Future.

Retiring with 250000

Retiring with a Pot of £250,000: Strategies for a Secure Future Retirement is one of life’s most anticipated milestones, and having a pot of £250,000 can open the door to a comfortable, independent future if managed wisely. Whether you’re nearing retirement or planning ahead, it’s crucial to understand your financial landscape and plan strategically to…

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