This week I’m going to look at two important changes announced recently which might affect your planning. Neither one really warrants its own half-hour show, so I thought I’d lump them together here. Stay tuned…
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In this session you will discover:
- The coming changes to Inheritance Tax
- What the changes mean if you have a family home and if you downsize that home in the future
- How the changes to Pension Input Periods (PiPs) might affect your pension contributions this year
- What you and your accountant need to know to make sure you don't over-contribute
Plus, given that while I was on holiday, China went to hell in a handcart, I indulge in a little rant about the reporting of financial news and why investors should never, ever panic about headlines they read about market movements.
For a full transcript of the show; click the mahoosive blue button below:
Resources mentioned in the show
Session 9 – Inheritance Tax and Estate Planning
Session 89 – Busting some Inheritance Tax Myths
Session 104 – How Pensions Really Work
Session 13 – Making Sense of Pensions
Session 14 – Pensions Income and Retirement Choices
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I love to read and respond to your comments, so please do join in and share. Question: Are you affected by the pensions changes described above? What do you plan to do about it?
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My thanks to PhilJFC, CameronReid and Haggart3 for their reviews this week!
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