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Useful videos for you to use with your clients

Help your clients understand their options for retirement and inheritance tax planning.

Explaining pension and inheritance tax rules to clients can be difficult, depending on their level of financial knowledge. These videos can assist you in those conversations. They are ideal as a scene setter before a client meeting, or as a follow up to cement the conversations you have just had. Just share the link as required.

Pensions Explained

How pensions work

Everything your clients need to know about the benefits of saving into a pension and how to take an income when they retire.

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Understanding IHT (1)

Understanding inheritance tax

Help your clients understand the impact of inheritance tax on their financial legacy, and how to minimise their exposure to it.

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Pension Tax Relief (1)

Explaining how pension tax relief works

A closer look at how pension tax relief works and how it can benefit your client.

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The Retirement Account

A flexible pension for your changing needs

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