Financial Illumination

Is Your Pension IHT-Proof Or About To Take The Hit?


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With pensions falling into the IHT net from April 2027, taking the necessary steps now can help protect your legacy before the changes move against you. In this episode, hosts James Corcoran and Jack Dudley break down what the policy changes in April 2027 will entail, the types of pensions included in the estate and why early financial planning matters when it comes to protecting your legacy.

Please note that the content of this podcast is for informational purposes only and should not be considered financial advice. As always, your capital is at risk when investing.

Lumin is authorised and regulated by the Financial Conduct Authority.

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Financial IlluminationBy luminwealth