S4:E10 - The 2027 Pensions & IHT Shake-up - PART 1 - Big changes are coming, are your prepared?

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth kick off the first part of a two-part conversation, unpacking the upcoming pension and inheritance tax changes arriving in April 2027 and why they matter more than many people realise. With the rules around pensions and estate planning set to shift, they explore what’s changing and how it could impact the way wealth is passed on to the next generation. They break down the key implications for financial planning, from how pensions may be treated within an estate to the knock-on effects for inheritance tax. Along the way, they discuss practical strategies planners can start thinking about now, including contribution planning, tax efficiency and the role of tools like trusts, life insurance and alternative income strategies. 2027 might feel a long way off, but when it comes to tax planning, the earlier you start, the more options you have. This is part one of a two-part episode. ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================