Episode 72 - IHT and Pension Update

24/04/2025 24 min
Episode 72 - IHT and Pension Update

Listen "Episode 72 - IHT and Pension Update"

Episode Synopsis

In this podcast we are looking back at the Autumn and Spring Statements, focusing on inheritance tax and pensions changes that financial planners and their clients need to be aware of. We are joined by Toyin Oyeneyin, Tax Product Specialist at Octopus Investments, and Dr Matt Connell, Director of Policy and Public Affairs at the PFS.