Pensions and Inheritance Tax - Post-budget Q&A w/ Kevin Whelan

WealthTalk - money, wealth and personal finance.

In this episode of WealthTalk, Kevin Whelan delves into the latest budget changes around pensions and inheritance tax, shedding light on how these updates may impact your wealth-building path.

Kevin explains why pensions remain one of the most effective tools for growing long-term wealth and shares key tips for maximising tax relief and managing funds wisely.

He also explores the unique benefits of Small Self-Administered Schemes (SSAS) for business owners, especially in streamlining wealth transfer and establishing a lasting legacy.

Focusing on proactive tax planning—from inheritance tax exemptions for spouses to preserving essential pension benefits—Kevin provides listeners with the insights needed to adapt and thrive.

Whether you’re just starting out or already advancing in your wealth journey, this episode is packed with valuable strategies to help you make the most of the latest financial changes.

Tune in and take charge of your financial future!

Resources Mentioned In This Episode:

>> The 2024 Autumn Budget Breakdown Report [Free Download]

>> The 2024 Autumn Budget Breakdown [Webinar Replays]

Next Steps On Your Wealth Building Journey:

>> Join the WealthBuilders Facebook Community

>> Schedule a 1:1 call with one of our team