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Legacy planning

30 September 2025

How to prepare your pension and estate plan for the 2027 reforms

From April 2027, pensions will be included in inheritance tax. Discover how this change could affect your estate and practical steps to prepare.

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3 September 2025

What should I do with a large pension pot before the rules change?

If you have a large pension pot, proposed inheritance tax changes could mean a hefty tax bill for your loved ones. Glen Neagle explains what to consider now.

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3 September 2025

Keeping the farm in the family: Planning for 2026 inheritance tax changes

New inheritance tax rules in 2026 could impact family farms. Learn how to plan ahead to protect your land, use reliefs wisely, and pass on your legacy.

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