IHT Planning In a Post Budget Landscape – What Now for Pensions?
When: Friday 14th February 2025, 10am
Watch The Financial Planning Club and WAY trustees Limited discuss “Inheritance Tax Planning in a Post-Budget Landscape – What Now for Pensions?” Hosted by Lewis Byford, featuring Mark Wintle and Nathan Blackmore, this session dive’s into the Budget’s impact on pensions and inheritance tax planning.
Key Speakers:
Mark Wintle: Business Development Manager (South) at WAY Trustees, with over 30 years of experience in technical, advisory, and compliance roles.
Nathan Blackmore: Chief Operating Officer at WAY Trustees, bringing years of experience from both sides of the advice process.
What You’ll Learn:
• The Budget’s Impact on Pensions: Understand how pensions have become IHT-inefficient post-April 2027.
• Converting IHT-Inefficient Pensions: Strategies for improving IHT positions for your clients.
• Real-Life Case Study: Explore new planning opportunities created by the Budget.
Watch here: IHT Planning in a post budget landscape – What Now for Pensions?