Inheritance Tax and pensions are two of the most misunderstood areas of financial planning - and getting them wrong can cost families significant sums.

In the second episode of Firm Talk, Rachel and Stephen unpack how pensions and Inheritance Tax really work, how the rules have changed, and what this means for anyone planning for the future.

From drawing down pension pots to passing on wealth efficiently, we explore the traps people fall into and the opportunities many don’t realise they have.

You’ll hear clear, practical insight into:

• How pensions are treated on death
• When Inheritance Tax applies — and when it doesn’t
• Why outdated assumptions can leave beneficiaries worse off
• How sensible planning can make a significant difference

Whether you’re thinking about retirement, estate planning, or protecting what you leave behind, this episode cuts through the jargon to give you a better understanding of how to make your money work for you - and your loved ones.

To reach out to the team at Monan Gozzett, head to our website: www.monangozzett.com or get in touch via social media:

Facebook: @MonanGozzettSolicitors

Instagram: @monangozzett

LinkedIn: linkedin.com/company/monan-gozzett

X: @mg_solicitors

Hosted on Acast. See acast.com/privacy for more information.