In this webinar, we were joined by Tony Wickenden, Founder and Managing Director of Technical Connection, to discuss how recent and upcoming tax changes are shaping financial planning for advisers and their clients.
The session looks at the changing tax landscape across accumulation, retirement and the transfer of wealth between generations. Tony discusses tax-efficient investing, including Capital Gains Tax (CGT), Individual Savings Accounts (ISAs), pensions and Venture Capital Trusts (VCTs), before considering the implications of bringing most unused pension funds and death benefits within the scope of Inheritance Tax (IHT) from 6 April 2027.
The discussion also covers retirement income and decumulation, lifetime gifting and the normal expenditure out of income exemption, alongside wider estate planning options including Business Relief (BR), trusts and life assurance.
Watch the recording to hear Tony’s perspective on what these changes could mean for financial planning and the conversations advisers are having with clients.
