In this podcast, Wesleyan Financial Services Specialist Financial Advisers, Phillip Carpenter and Diane Taylor, talk about how important planning for retirement is for teachers.
They discuss pension changes that have impacted teachers in recent years, as well as a quick update on the changes made in the Spring 2023 Budget around the McCloud Judgement and the importance of not just making plans, but also regularly reviewing them.
This podcast is for information purposes and should not be taken as financial advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
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