Book Your Free Inheritance Tax Pension Review Today

Yes – there’s no charge for your pension review and no pressure to proceed with any recommendations or services. Fees only apply if you choose to act on our advice. For example, if you decide to draw down your pension, a fee may be payable - but this would come from the value of your pension, not out of your pocket.

You'll receive personalised guidance from an FCA-reigstered financial adviser. This isn’t just a general information session - your adviser will review your specific circumstances, assess your IHT exposure, and outline practical next steps tailored to your estate, pensions, and goals. 

Every recommendation is built around your personal situation, so you can make informed decisions with confidence.

Absolutely – many clients bring a spouse or adult child to their review. It's often helpful to include family members who may be impacted by inheritance planning or who are part of your long-term financial decisions. We encourage open discussions to ensure everyone understands the options available and the reasoning behind any recommendations.

Consultations usually take 30–60 minutes and are scheduled at a time that suits you. However, the full process of reviewing your pensions and estate can take 6–8 weeks or more. This includes obtaining accurate plan information from pension providers through Letters of Authority (LOAs), which can vary in speed depending on the provider. If properties or other assets are involved, additional time may be needed to gather full portfolio details. That’s why it’s best not to wait - starting early gives you more time and more options.