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In 2027 we will see the introduction of a potentially huge change to Inheritance Tax (IHT), with pensions being included in estate calculations. In this episode of the Personal Investor podcast Ed is joined by Marianna to discuss 9 steps that you could take now to help mitigate the risk.
Capital at risk.
Intro
What is changing with Inheritance Tax (IHT)?
Taking retirement income
The risk of ‘double taxation’
When should you take tax-free cash?
Giving gifts to reduce IHT
Using annuities
Reviewing beneficiaries
Can insurance help reduce your IHT bill?
Review how your assets are structured
Charitable giving and IHT
