They Just Changed Your Retirement Plan Forever

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If you're planning to leave something behind for your family, you need to hear this.

Because a recent rule change has just made one of the most common retirement strategies far less effective and in some cases, dangerously expensive.

It’s the kind of change that won’t show up in your day-to-day but it could quietly strip hundreds of thousands from your legacy if you don’t adjust now.

I'm a Chartered Financial Planner and Fellow of the Personal Finance Society. I’ve helped thousands of people retire with confidence and this is one of the most important changes I’ve seen in years.

In this video, I’ll show you:

✅What’s changed and why it matters
✅The new risks you need to plan for in retirement
✅And how to futureproof your legacy without falling into the tax trap

A major rule change has quietly reshaped how retirement planning works, especially if you're hoping to leave behind a legacy. As a Chartered Financial Planner, I’ve seen first-hand how this shift could cost families hundreds of thousands in unexpected taxes. In this video, I’ll break down what’s changed, the risks you now face, and how to futureproof your retirement and estate plan.

IMPORTANT DISCLAIMER:
This channel provides information on general financial planning. It is for educational purposes only and does not constitute financial advice.

The information here is believed to be accurate and current, however, it should not be solely relied upon. Unless you take regulated financial advice, only YOU are responsible for your own decisions; therefore we cannot be responsible for any action or inaction you take. Please seek advice tailored to your specific needs before making any decisions.

On this particular video, the costs of production were covered by my employer, Flying Colours Advice Ltd. They are also running the webinar on 24th July mentioned in the video.

Investment involves risks. The investment return and principal value of an investment may fluctuate so that an investor's portfolio, when redeemed, may be worth more or less than its original value. Past performance is no guarantee of future results. The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.

A WARNING
There are some scams on YouTube where a profile image is copied and then used to promote cryptocurrency scams and all that nonsense. I will never, ever, contact you selling any investment product or service. I would never do that, I’m not allowed by regulation, and it goes against the intention of this channel to educate and inform.