Our Financial Consultants / Paraplanners

Jon Hussey

Financial Planning Director

Jon joined Lumin in 2013 and has over 30 years’ experience. Jon specialises in high-net-worth clients. Jon has a Level 4 Diploma in Regulated Financial Planning.

Qualifications

DipPFS

Insights by Jon Hussey

From April 2027 unused pension assets will be liable for inheritance tax. What can you do to prepare?

With unused pension funds set to form part of the estate, savers with large pension pots will be considering their options. With the right planning you can negate or reduce an IHT liability.

Autumn Budget: How Labour might change pension taxation and capital gains tax

We take a closer look at some of the potential reforms that the new government could implement on 30 October.

How higher earners can use pension contributions to reduce tax bills

The cut to the additional rate threshold for income tax may make pension contributions even more attractive for those with large salaries.

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Read our publication covering essential financial planning ideas