Pensions and IHT: could life insurance help protect your estate?
Many people have long viewed pensions as outside the scope of IHT planning. But changes announced in the 2024 Budget mean that defined contribution pensions
October 30, 2025
Many people have long viewed pensions as outside the scope of IHT planning. But changes announced in the 2024 Budget mean that defined contribution pensions
In the 2024 Autumn Budget, Chancellor Rachel Reeves laid out significant changes to how unused pension savings are treated for inheritance tax (IHT) purposes. George
From 6 April 2028, two major changes to pensions in the UK will come into effect; the normal minimum pension age (NMPA) will rise from
George Square’s Dick Durrant discusses some of the key points from the Budget 2024 with David Lane of LGT Wealth Management. *Please note that the
George Square’s expert independent financial advisers provide updated insights into common questions about inheritance tax (IHT), including recent changes to how pensions will be treated
As you approach your 55th birthday, rising to 57 by 2028, you may become eligible to access your pension, including a 25% tax-free lump sum.
No matter how financially savvy you are, scammers are often convincingly professional, with credible looking websites, testimonials and materials that are hard to distinguish from
George Square Financial Management shares the benefits and potential drawbacks of pension consolidation and provides an overview of the “pot for life” pension reforms announced
George Square shares an overview of the key pension changes announced in the Spring Budget 2023, several of which came into force on 6 April
George Square Financial management identifies some core employee benefits that will help to enhance your reputation as an employer and retain talented employees. Elaborate job