IHT planning:
As pensions become subject to Inheritance tax (IHT), the advice around
generational wealth transfers will begin to change. We work with clients to ensure their hard-earned money stays with those they love most. Get in touch today to learn more about gifting
and other generational wealth-planning strategies to manage your IHT burden.
Reviewing your current plans:
The best plans are adjusted regularly to keep up with the world.
The incoming legislation around pensions and IHT makes reviewing your current plans even
more important! Whether you want to adjust your income, downsize your property, or make a
gift to a loved one – speak to PWM today to understand your financial capabilities!