Free webinar: How the new IHT rules will hurt your pension and your loved ones (and 6 ways to solve the problem)
January 02, 2025
How the New IHT Rules Could Impact Your Pension and Estate (and What You Can Do About It)
The recent changes to Inheritance Tax (IHT) rules have introduced significant challenges for pension planning and estate management. For many individuals and families, understanding how these changes could affect their financial future is more important than ever. That’s why we at Rowley Turton are hosting a free webinar to provide clear insights and practical solutions to these pressing issues.
Why This Webinar Matters
The new IHT rules present unique challenges, particularly for:
- Individuals planning for retirement
- Families worried about the impact of IHT on their estate
- Unmarried couples or single individuals with assets over £325,000 each
- Those with life assurance policies not held in trust
Our webinar will delve into how these changes could expose your pension, and potentially your entire estate, to unexpected tax bills. Importantly, we’ll provide actionable strategies to protect your wealth and safeguard your loved ones.
What You’ll Learn
During this 40-minute webinar, you will:
- Understand the new IHT rules and their implications for your pension and estate.
- Learn why these changes disproportionately affect unmarried couples.
- Discover six practical solutions to mitigate IHT risks, including:
- Using trusts and exemptions strategically.
- Exploring IHT-efficient pension alternatives in retirement.
- Leveraging Business Relief (BR) options to protect assets.
Details of the Event
- When: Tuesday, 14th January 2025, at 7 pm
- Where: Online (accessible from anywhere)
- Duration: 40 minutes, followed by a live Q&A session
- Cost: Free of charge (spaces are limited, so early booking is essential)
Exclusive Bonus for Attendees
As a thank-you for joining us, all attendees will receive a complimentary hard copy of Paul Armson’s acclaimed book, Enough?. This invaluable guide offers a fresh perspective on retirement planning and achieving financial freedom.
Why You Should Attend
Whether you’re planning for retirement, managing significant wealth, or simply want to ensure your financial plans align with the new IHT landscape, this webinar is designed to empower you with the knowledge and tools to make informed decisions.
How to Register
Spaces for the webinar are limited, so don’t delay! Click the link below to secure your place today:
Let’s Meet Over a Tea, Coffee, and Yes… Even Biscuits! (or Zoom!):
We’d love to welcome you to our office for a friendly, no-obligation chat with your choice of tea, coffee, and yes… even some biscuits. Our initial meeting is all about getting to know you and discussing how we can support your financial goals.
If now feels like the right time to connect, simply complete the form below, and one of our team members will be in touch to arrange a convenient time.
We offer free parking for office visits, and if you’re farther afield, we can meet over Zoom. However you prefer, we’re here to help.
We wouldnt be in this position we're in now, retired and comfortable, without his advice. We'd probably both still be working.
Julie
Planning for retirement
