Andy Woollon: Why pension planning should be a family affair

Intergenerational planning

Andy Woollon: "A junior pension is one of the simplest ways clients can pass on their wealth, mitigate their IHT bill and help a loved one grow their savings."
Andy Woollon: "A junior pension is one of the simplest ways clients can pass on their wealth, mitigate their IHT bill and help a loved one grow their savings."
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Andy Woollon explains how a junior pension can help clients to save on inheritance tax and their advisers to build links with the next generation

The end of the tax year is a good opportunity for advisers to reinforce their value to clients, especially when it comes to intergenerational planning. As ageing baby-boomers look for ways to pass on...

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