Hear from our Technical Specialists in this Tech Talks
Duration: 10 minutes
This video is the second episode in a three-part series covering Pensions and Inheritance Tax (IHT).
Tech Talks: Pensions & IHT
In this episode of Tech Talks, Liz Hardie and John Chew, Technical Specialists at Canada Life, talk about the considerations and conversations to have with clients between now and April 2027.
Conversations to have between now and April 2027
In this mini-series for Tech Talks, we answer some of the questions you submitted in our End of tax year planning 2024/25 webinar.
Hear from Liz Hardie and John Chew, Technical Specialists at Canada Life, as they discuss the considerations and conversations to have with your clients between now and April 2027. Watch this 15-minute Tech Talk to find out more.
What we’ll cover
- Income requirements for your client's pension pot
- Tax-effective ways to use tax-free cash (PCLS)
- Different ways to manage your client’s pension fund
About the presenters
As a member of the Canada Life wealth division, Liz provides pre-sale technical support in trusts, tax and estate planning to the distribution team and their advisers.
Liz is responsible for creating, reviewing, and delivering presentations and training sessions, both in person and online. In addition, she writes and reviews technical briefing notes and literature and provides support by answering emails and calls with technically accurate guidance.
Liz has more than 30 years’ experience in financial services and joined Canada Life in January 2022. Before this, Liz worked for SJP/Technical Connection and Prudential, providing various stakeholders with technical provision and advice guidance, answering complex queries, writing articles and delivering presentations and training.
John has over 35 years' experience working with advisers within the UK and Internationally to help them navigate the broader issues of retirement and estate planning.
Previously, John was Commercial Director at Fidelity International, responsible for the strategy and business plan for Fidelity Retirement Services and was responsible for overseeing the advice and running of the advisory business.
Prior to Fidelity, John worked at Legal and General as Product and Funds Director in the savings business. During his time at L&G, he was responsible for the circa £56bn in assets covering over £1 million clients in pensions, investments and International.
Having helped establish trust companies, spoken on pension, estate planning topics and the use of lifetime mortgages in planning, he brings a wealth of experience from a broad-ranging career.
John specialises in the areas of pensions, investments, estate planning and the platform market, with the aim of helping advisers to develop plans to achieve their client’s needs and objectives.
Explore more resources
Inheritance tax guide
Read our simple guide to inheritance tax, what it is, how and when it’s paid and ways you can help to reduce it.
Wealth Preservation Account
Reduce inheritance tax and retain access to optional yearly payments.
End of tax year planning 2024/25
In this webinar we looks at the opportunities and considerations for financial advisers as we approach the end of a tax year.