Mark Wood

Mark Wood, an expert in UK pensions and Chairman of Everest Funeral Concierge, dives into crucial changes in pension reforms. He discusses the complexities of tax-free pension lump sums and the shifting responsibilities of inheritance tax from providers to families. The conversation also highlights the potential tax implications of gifting and the unexpected challenges posed by political changes. Wood emphasizes strategic planning to navigate these evolving regulations, ensuring listeners are better prepared for their financial futures.