193: New Tax Rules Ahead - Safeguard Your Estate Now!

Financial Planning

Apr 1

Watch my conversation with Lucy on YouTube or listen on the podcast player below

Are you worried about the future of your wealth? You're not alone.

Sweeping reforms to pensions, inheritance tax, business relief, and agricultural relief are coming in 2026 and 2027 — and they could have a major impact on your estate and the legacy you leave behind.

In this must-listen episode of The Retirement Café Podcast, I’m joined by Lucy Obrey, Partner and Head of Private Client at Higgs LLP, to break down what these proposed changes really mean for business owners, landowners, and pension holders — in other words, most of us.

You’ll learn:

🔍 Why these reforms mean it’s time to urgently review your estate plan
🛡️ How to safeguard your assets with trusts, life cover, and strategic planning
🧾 What you need to know about inherited pensions — and why pension consolidation could simplify your legacy
💰 How to ensure your beneficiaries have liquidity to cover tax bills, without sacrificing your wealth

We wrap up with steps to take now to maximise planning opportunities before the rules change. Listen now to learn how to protect your wealth and legacy.