Pensions & Inheritance Tax
ยฃ150.00
Our double-sided A4 factsheet, customised with your logo and contact details, explains the forthcoming change in a clear and easy-to-understand way.
Description
Unused private pension funds are set to form part of the taxable estate from April 2027. This expertly written factsheet by Sally Jackson (Chartered Financial Planner) clearly sets out the information that your clients need to know about the forthcoming changes.
Sharing this information with your clients (new and existing) can be a great way to raise their awareness of changes and initiate new estate / financial planning business for you and/or your referral partners.