UK Pensions

UK Pension Rule Changes – Know Your Options

Have you asked yourself: How did the 2024 UK budget affect me?

The UK pension landscape is evolving, and recent rule changes could significantly impact your retirement planning—especially if you’re living in the EU. Understanding how these changes affect your pension, tax liabilities, and future wealth is essential for making the right financial decisions.

Join Peter Smith for a 45-minute informative webinar covering the latest UK pension rule changes, their impact on expats, and the options available to you. A live Q&A session is also included, allowing you to get expert answers to your specific concerns.

Tax Savvy Succession Webinar image

What Is Covered

Content Overview:

  • Changing Pension Landscape in the UK – What’s new and what it means for you.
  • UK Pension Holders & Budget Impacts – How recent budget changes may affect your pension.
  • Pensions in View of Inheritance Tax – Understanding the implications for estate planning.
  • QROPS Rule Changes – Key updates on overseas pension transfers.
  • Options for EU Residents – What choices do UK pension holders in Spain and the EU have?

Who Is Your Presenter

Peter Smith – Wealth Manager

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