Podcast - Inheritance tax changes explained

In this podcast, Simon Cosgrove, Regional Manager at Wesleyan Financial Services, discusses the new inheritance tax rules that come into effect from April 2027.

Topics covered include:

• How unused pensions may become subject to a 40% inheritance tax charge
• Why dentists are particularly affected
• The importance of early estate planning
• Strategic asset use
• Specialist financial advice to protect family wealth

Listen here:

This podcast is for information purposes only and does not constitute financial advice.

Tax treatment depends on your individual circumstances and may be subject to change in future.

Please note the Financial Conduct Authority (FCA) does not regulate inheritance tax planning and trusts.

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