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Menu
  • About
    • About us
    • How we work
    • Part of the Futura Group
  • What we do
    • Building your wealth
    • Business services
    • Giving your child the best education
    • Intergenerational planning
    • Later-life lending
    • Leaving behind a lasting legacy
    • Long term care
    • Moving up the property ladder
    • Planning for a fulfilling retirement
    • Protecting your family
  • Resources
    • Insights
    • Guides
  • Contact

Category: Inheritance Tax

Pensions and IHT – the shake-up many are missing

From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)

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Whether you’re looking for financial advice for the first time or want a new perspective on your existing plans, we’re here to help. Get in touch with our friendly team to arrange an initial conversation and find out how we can support you.

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Jones Financial (Norwich) Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 660094. Registered in England & Wales. Registration Number: 09297223. Registered Address: 9 Bank Plain, Norwich, Norfolk, NR2 4SF.

The value of your investment may go down as well as up, and you may not get back what you initially invested.

The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.

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