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IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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Monday Mar 17, 2025
Monday Mar 17, 2025
The Autumn Budget shook things up when the Chancellor announced plans to bring pensions into the inheritance tax (IHT) net from April 2027. This shift has sparked big questions for advisers, especially around balancing pension strategies with protection planning.
In this episode, we dive into:
- How the IHT changes impact pension planning — especially for clients with larger pension pots.
- Why protection policies are set to play a bigger role in client conversations.
- Practical insights and strategies from today’s guest - pensions expert Clare Moffat, Head of Technical and Marketing compliance at Royal London.
Clare joins hosts Sue and Jenny to break down what advisers need to know and how they can best support their clients through these changes.
Tune in for expert analysis and actionable takeaways to help you navigate the evolving landscape of pensions and protection.
Listen now for plenty of practical insight on these key topics HERE
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