Join Anthony Gold’s Wills, Trusts and Estates specialists alongside Wealth Planning experts from JM Finn for a focused panel discussion on the incoming changing to pensions, how you could be impacted, and what you should be doing now to prepare.

This session will explore recent budget changes and what they mean for pension planning into the next financial year. We will also look at how pensions interact with wider estate planning.

Using carefully curated case studies including scenarios before and after pension age, you’ll leave with knowledge to make informed decisions around pension and inheritance tax planning.

The session takes place on 13 May from 12pm to 1pm via Zoom. The link will be shared 1 week ahead of the event.

Meet our speakers:

Luke Audritt – Wealth Planner, JM Finn
Jeremy Crouch – Trust & Tax Manager, Anthony Gold