Pensions: A Post-Budget World

The Autumn 2024 Budget has shaken up the rules on pensions, inheritance tax, and estate planning.

These changes create risks, but also opportunities - you just need to know how to navigate them.
Join George Taylor, founder of Blincoe, for a practical session breaking down the key updates and what they mean for your future.

What we'll cover

  • Key Changes – A breakdown of the biggest updates from the Autumn 2024 Budget and what they mean for pensions, tax, and estate planning.
  • Pensions & Inheritance Tax – How new rules could impact your retirement savings and the tax your beneficiaries may face.
  • Capital Gains Tax – What’s changing, who’s affected, and how to manage investments under the new rates.
  • Business Relief – Updates for business owners and investors, plus how these changes could affect succession planning
  • Planning Opportunities – Strategies to adapt, from pension withdrawals to estate planning, so you can make the most of the new landscape.

Your Presenter

George Taylor
Blincoe Financial Planning
George Taylor founded Blincoe Financial Planning in 2023 to do things differently. He believes financial advice should be simple, transparent, and free from high fees and unnecessary complexity. With a focus on fixed-fee advice and low-cost investing, George helps clients make informed decisions about their financial future.
  • George Taylor
    Blincoe Financial Planning
    George Taylor founded Blincoe Financial Planning in 2023 to do things differently. He believes financial advice should be simple, transparent, and free from high fees and unnecessary complexity. With a focus on fixed-fee advice and low-cost investing, George helps clients make informed decisions about their financial future.