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.
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.