Inheritance Tax Planning – What does the future hold?
Gareth Davies
Pension Specialist, Scottish Widows
Jonathan Hall
Protection Specialist, Scottish Widows
Join Pension Specialist Gareth Davies, alongside Jon Hall, Protection Specialist as we discuss the upcoming changes to Inheritance Tax in 2027.
Covering the key themes that came out of the January 2025 government consultation, we discuss what this means for advisers and their clients; how we can help as an industry and continue to maintain trust in long term savings, and provide peace of mind through protection, championing the value of advice.
Gareth Davies
Pension Specialist, Scottish Widows
Jonathan Hall
Protection Specialist, Scottish Widows
