Host Leanne Pickering from Pivotal Paraplanning is joined by James Jones-Tinsley, self-invested pensions technical specialist at Barnett Waddingham, to catch up on what’s been happening in Parliament and politics and what it means in practice for paraplanners and their clients.
They cover the:
- local election results
- state opening of Parliament
- new Enhancing Financial Services Bill
- Pension Schemes Act 2026 and the salary sacrifice changes due in April 2029; and
- HMRC technical note on IHT and pensions – including what’s still unclear and why that’s causing real headaches for estates that need to be settled within six months of death.
There’s also a discussion about what a change in Labour leadership might mean for the pensions landscape, and whether the IHT on pensions rules could yet change before April 2027.
If you’ve been keeping one eye on the news and another on a client’s estate plan, this one’s well worth your time.
