Your pension could soon be hit with a 40% Inheritance Tax bill. From April 2027, unused pension funds will count as part of your estate, a change that could significantly impact what you leave behind for your loved ones. In our latest podcast, Senior Adviser Naomi Kewell and Executive PA Carrie Hughes explain what's changing, who's affected, and what you can do to prepare. Click the link to listen, or search 'clarityON' on your preferred podcast player! 🎧 https://www.buzzsprout.com/2192709/epis
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Olivia received a $400,000 inheritance after the sad passing of her mother. Emotional. Serious. Important money. She didn’t want to waste a single dollar of it. She did the right thing — she went and paid for professional financial advice. The plan cost about $4,500. But when she received it — something didn’t sit right with her. The strategy focused heavily on: • Managed funds • Super contributions • Market exposure All valid strategies — but it didn’t align with what she truly wanted. Her inst
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