Episode 3: Inheritance Tax & Divorce — Protecting Wealth Through Change

Divorce can have a lasting impact on financial planning — and its effects on Inheritance Tax are often overlooked.

In this episode of Firm Talk, the team at Monan Gozzett LLP explore how divorce and separation can affect estate planning, wills, and inheritance tax exposure. The discussion looks at what happens when personal circumstances change, why existing plans may no longer be fit for purpose, and how failing to review arrangements can lead to unintended consequences.

The episode covers key considerations including:

1. How divorce can impact wills and inheritance planning
2. The importance of reviewing estate plans following separation
3. Where Inheritance Tax issues can arise unexpectedly
4. Why early legal advice can help protect long-term financial interests

Clear, practical and grounded in real-world experience, this conversation highlights why major life changes should always prompt a review of legal and financial arrangements — and how proactive planning can help provide clarity and protection for the future.

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

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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• Why outdated assumptions can leave beneficiaries worse off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.

In the first episode of Firm Talk, Rachel Innes and Stephen Sampson get together to discuss Wills!.

They cover:

• What happens if you do not have a Will in place
• What rights unmarried couples have to their partners' estate.
• Tools that help you understand who could inherit your estate based on your current circumstances, and
• Why a do-it-yourself Will can be incredibly costly.

We also learn about the events that affected Stephen and encouraged him become a highly respected Private Client Solicitor.

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.