Estate Planning - IHT and the forthcoming pension changes
20
9:30 AM - 10:30 AM
In this webinar we will take a look into the proposed pension changes planned from April 2027 and the impact these changes may have on your future estate and IHT planning strategy.
This session is aimed at individuals who are looking for ways to plan their IHT in a tax efficient way and protect their beneficiaries.
Speakers
Tim Humphries
Tax Partner
Tim has 20 years’ experience in mixed tax roles. Having trained with a top 10 firm, once he qualified in 2006, he moved to a west-end firm specialising in Owner-Managed Businesses and international private clients.
Throughout his career to date, Tim has maintained a broad knowledge of tax to enable him to provide integrated holistic solutions to entrepreneurial tax issues. He also has a strong focus on international tax issues. Tim has worked with clients in a wide range of sectors such as property, technology, professional services as well as private clients.
Matt King
Financial Services Director
Matt is a Director in our Financial Services team and is himself a qualified IFA.
Matt spends the majority of his time helping clients achieve their financial goals and securing their wealth.
20
9:30 AM - 10:30 AM