Estate Planning after the Pension Changes in Manchester, Manchester

Did you know that, in some circumstances, your pension could be subject to a combined tax charge of 67% or more?

 

From April 2027, significant changes to the inheritance tax treatment of pensions will change the way many people approach retirement and estate planning.

 

For many people, pensions have traditionally been one of the most tax-efficient ways of passing wealth to the next generation. The new rules will change that, bringing most unused pension funds into the scope of inheritance tax and prompting many individuals and families to rethink how they structure their retirement and succession plans.

 

If you have built up substantial pension savings, are approaching or in retirement, or want to ensure your wealth is passed on as efficiently as possible, join the Menzies Private Client advisers for an informative breakfast session to understand what these changes could mean for you, who is most likely to be affected, and the planning opportunities you may wish to consider before the new rules take effect.

 

During this session, the Menzies experts will cover:

 

The event will begin with an opportunity to network over tea, coffee and a light breakfast, followed by a one-hour presentation.

 

Whether you're planning for retirement, reviewing your estate planning strategy or simply want to understand what these changes mean for you and your family, this session will provide practical insights to help you make informed decisions with confidence.