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Key Topics Covered:
1. The Pension Triple Whammy: What's Changing in 2027
Why unused pension funds are expected to become subject to inheritance tax from April 2027.How the combination of inheritance tax, income tax and the potential loss of the Residence Nil Rate Band could significantly increase the tax burden on families.Key Topics Covered:
1. Why Building Wealth Needs an End Goal
Why accumulating property and growing a business should be part of a wider long-term plan.How thinking about the end goal can help investors make decisions today that support their future objectives.Why wealth creation should consider the next stage of the journey, rather t...