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Wealth Management
Your Inheritance Tax position & pensions
Join Old Mill’s Chartered Financial Planner, Tom Parry, for his webinar about why now is the right time to review your pension arrangements and what the impact of the introduction of Inheritance Tax (IHT) on pensions from April 2027 could mean for you.
19th June 2025
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Tom Parry See profile
- 00:00 Introduction and Overview
- 01:56 Current Pension Landscape
- 03:15 Pension Withdrawals and Options
- 04:33 Pensions and Inheritance Tax
- 07:31 Impact of Budget Changes
- 09:58 Inheritance Tax Allowances
- 12:47 Practical Implications and Examples
- 20:45 Mitigating Inheritance Tax
- 31:47 Inheritance Tax-Free Gifts and Pensions
- 32:38 Tax Benefits of Gifting to Pensions
- 34:19 Business Property Relief and Insurance
- 37:50 Practical Benefits of Insurance Policies
- 39:33 Reviewing Wills and Consolidating Pensions
- 41:16 Pensions: Still a Valuable Tool
- 43:12 Q&A: Civil Partnerships and Tax Relief
- 54:01 Q&A: Business Property and Wealth Preservation
- 56:50 Final Questions and Closing Remarks
If want to discuss your individual circumstances with an Old Mill financial expert, please do get in touch by clicking here…