Are the inheritance tax changes to pensions silently re...
6 May 2026
The October 2024 Budget announced significant changes to the way that pension funds are treated on death. Currently, if an individual...
He is often deployed to liaise with HMRC, where his tenacious yet patient manner always secures progress for clients in knotty tax administration matters.
Drawing on a previous role as an archivist, Will has an ability to organise and absorb a large amount of information quickly. He is the team’s go-to person for client document management, and has an expertise in trust related compliance including the Trust Registration Service.