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Our new Horizons video series is designed to help financial advisers stay ahead of regulatory change and support more informed conversations with their clients.
In our first episode, Bethany Dudley, Managing Director and Nel Isaac, Senior Strategic Partnerships Manager, discuss one of the most significant shifts in estate planning in a generation: the inclusion of unused pension funds within the scope of Inheritance Tax (IHT) from 6 April 2027.
Watch the video below to learn more about the upcoming changes, the size of the opportunity for advisers and key considerations for planning.
To learn more about what these changes mean for you and your clients, contact your local Business Development Manager.
