The Real Cost of Getting Your Retirement Plan Wrong
About this episode
The episode discusses the complexities of retirement planning and inheritance tax, emphasizing the need for personalized financial advice.
In this episode of WealthTalk, Kevin Whelan is joined by Independent Financial Adviser Andrew Cooper to explore the increasingly complex world of retirement planning and inheritance tax. As new legislation brings pensions into the scope of inheritance tax from April 2027, they discuss why retirement is no longer simply about drawing an income—it’s about making informed decisions that balance flexibility, certainty, tax efficiency, and the financial security of future generations. From annuities and drawdown strategies to trusts, life assurance and business-owner planning opportunities, this episode highlights the importance of personalised advice when navigating life’s biggest financial decisions. Most importantly, it reinforces a core WealthBuilders principle: building wealth isn't just about growing your assets—it's about protecting them and ensuring they are passed on as efficiently as possible.
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