The Financial Planning Landscape is Changing

EVENT OVERVIEW

It will cover the impact of changing legislation for pensions and IHT. In the presentation the changes and impacts will be covered and then the possible solutions.

LEARNING OUTCOMES

By the end of the session, you should understand:

-          The upcoming legislation changes to pensions

-          The new Inheritance Tax position that families will be facing

The options that families have to mitigate these changes

SPEAKER BIO

Cameron Rueppel - Based in Leicester, I'm a Wealth Management Consultant at Mattioli Woods who works with clients at every stage of their financial journey. Whether you're exploring pensions for the first time, planning for retirement, reviewing an investment portfolio, or simply wondering whether your overall financial position is as strong as it could be – I adapt to wherever you are. Growing up, I saw first-hand how a lack of financial knowledge limits your options, and that's stayed with me. I bring genuine care to every conversation, whether that's building a pension strategy, exploring investment opportunities, or working through Inheritance Tax planning. No jargon, no pressure – just honest advice that starts where you are.