Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment, and you are unlikely to be protected if something goes wrong.
Take two mins to learn more
Spot the 2027 pension tax trap. Find out how much of an unused pension never reaches the next generation.
See why cash isn’t the fix. Discover what actually changes the outcome for heirs.
Run the numbers. A worked example shows how far the gap can go, and when it disappears.
Know who it suits. A quick checklist shows which clients are worth modelling.