2x strategies for Inheritance Tax and Pensions

 

What can be done about IHT on pensions has been given a lot of attention at Chatfield HQ since October’s Budget.

We have been asked this question a lot in recent months. The government are highly unlikely to reverse this decision – they need the cash! Nothing changes til April 2027 so don’t panic and there are steps that can be taken.

In this video I explain 2x strategies to limit the impact.