Estate planning: balancing family, tax and future care
Estate planning is a careful balance between supporting your family, managing inheritance tax and preparing for future care costs, helping you protect wealth while maintaining flexibility and long term financial security.
What happens to mum and dad’s pension when they die?
From April 2027, pensions will form part of inheritance tax calculations, meaning more families risk larger bills. Learn how conversations and planning can help protect your parents’ estate and legacy.