Myth-busting HNW clients' most common misconceptions

‘I heard it from my mate down the pub…’

clock • 5 min read

Chartered financial planner Rick Gosling picks apart misconceptions his clients have when it comes to pension and inheritance tax…

It's not unusual for clients to seek clarification on ‘advice' they have heard from a mate at the pub or spotted on social media. While these sources may or may not mean well, in the age of false information and fake news, it's important that people do not trust implicitly the words of these alehouse advisers and Facebook financiers. To cut through the noise, I take a closer look at some of the more common rumours clients have reported to us regarding pensions and inheritance tax (IHT), and why they may not be as simple as they appear to be. I won't have any IHT to worry about as m...

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