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Day: August 13, 2026

Welcome to our blogs which relate to the financial services you may be interested in from mortgages to pensions; protection to auto-enrolment and many more. So why not grab a drink and enjoy the read.

Unused pensions and Inheritance Tax (IHT): Taking stock for summer

As of April next year, pension funds are expected to fall within a person’s estate – which could significantly change the way they are used in later-life and estate planning. In the past, pensions have often been used for more than retirement income. Under the current rules, most funds sit outside of the estate for Inheritance Tax purposes in the event of

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