Financial Liverpool AGM 2026 and The Great Pensions Tax Reset CPD Webinar
"The art of taxation consists in so plucking the goose as to obtain the largest amount of feathers with the least amount of hissing."
- Jean-Baptiste Colbert
In this session, we will delve into the recent changes to Inheritance Tax (IHT) regulations affecting pension funds. We'll explore how these changes, effective from April 2027, will impact estate planning and retirement strategies and consider potential withdrawal strategies aligned to the principles of the Thematic Review.
After this session attendees will be able to:
- describe the new IHT rules and their implications for pension funds
- identify strategies for mitigating increased tax liabilities and withdrawal strategies
- understand the practical considerations for advising clients with substantial pension wealth
About The Speaker: Andy Nash
A Chartered Financial Planner since 2006, Andy has worked in the industry for over 40 years. He has held a variety of positions with major providers and has also worked in a regulated advisory capacity. Andy brings extensive experience in the Pension, Investment and Tax Planning arena to the team.
