by johnireland | Tax Talk
Pensions have long been viewed as one of the most efficient intergenerational wealth vehicles in the UK. Increasing scrutiny around pension taxation and estate policy means many business owners are now reassessing whether old assumptions still hold true. For years,...
by johnireland | The Book Shelf
Die With Zero by Bill Perkins — A Different Perspective on Wealth, Time and Legacy Why the goal of financial planning should not simply be accumulating wealth, but using it meaningfully during life. Many people spend decades building wealth but never stop to ask an...
by johnireland | Tax Talk
Pension Planning Is Shifting — and That Changes Estate Strategy Key Insight Changes to pension treatment are reshaping how they fit within estate planning, requiring a more flexible and proactive approach. For many years, pensions have occupied a unique and...
by johnireland | Tax Talk
How Pension Changes Could Impact Your Estate Planning Key Insight Pensions have long been one of the most effective estate planning tools, but upcoming changes could reduce their ability to sit outside of inheritance tax planning. Pensions have traditionally been one...
