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In this episode of The Long Game, Rachel and Steve discuss significant upcoming changes in pensions, particularly focusing on inheritance tax implications and the increase in the normal minimum pension age. They explore how these changes will affect financial advisors and their clients, emphasising the need for awareness and proactive planning. The conversation highlights the challenges in lobbying for changes and the importance of education in navigating the evolving pension landscape.
By IFGL PensionsIn this episode of The Long Game, Rachel and Steve discuss significant upcoming changes in pensions, particularly focusing on inheritance tax implications and the increase in the normal minimum pension age. They explore how these changes will affect financial advisors and their clients, emphasising the need for awareness and proactive planning. The conversation highlights the challenges in lobbying for changes and the importance of education in navigating the evolving pension landscape.