Do you know how the upcoming Pensions and Inheritance Tax changes will affect you?
We believe you should have peace of mind knowing that your hard-earned pension savings will support the retirement you want and provide the legacy you intend for your loved ones, without unexpected tax bills getting in the way.
Our quiz is designed to help you understand how prepared you are for the upcoming rule changes and whether there are gaps in your current planning.
When you’ve completed the quiz, you’ll receive your personalised Pensions & Inheritance Tax Readiness Score, along with helpful insights and practical tips to protect more of your wealth for future generations.
See what some of our clients have to say:
"Financial planning is about trusting the person you appoint and having confidence in them and PenLife meets all my criteria for protecting my future and that of my children."
"My partner and I put the investment of our pensions through PenLife 17 years ago and have only positive outcomes. We have complete confidence in the company and have the peace of mind that not only are our pensions in good hands but the survivor will get the full amount left and our children will inherit any money left
after our deaths."
"Since being introduced to PenLife and consolidating my pensions into one place, I feel more secure about both my financial future and the potential legacy that will pass to my next of kin on my passing."
