S4:E11 - The 2027 Pensions & IHT Shake-up - PART 2 - The knock-on effects you need to know

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth continue the conversation in part two of their deep dive into the 2027 pension and inheritance tax changes. If part one set the scene, this episode explores what happens when those changes start to interact — and where the real impact begins to show for financial planning. They take a closer look at how pensions, inheritance tax and wider estate strategies don’t operate in isolation, and why these changes can create knock-on effects across an entire financial plan. Like bumper cars colliding, one adjustment can send ripples through everything else. Warren and Paul discuss how different elements — from trusts and gifting to income strategies and asset positioning — can influence each other under the new rules. As always, the focus is on clarity and control. This episode looks at how planners can navigate these moving parts with confidence, helping clients avoid unintended consequences while making the most of the opportunities available. The message is simple: when the rules start to collide, thoughtful planning becomes more important than ever. ========================== 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. ==========================