July 2025 online: Keeping it in the Family: FIRE and Inheritance Tax

7pm start for the main meet up
6.30pm start for members who are new to FI - to welcome new members we start each MCR FIRE online meet up with a half hour 'appetiser' a quick tour of FIRE for those just starting out on their journey.

From April 2027 Defined Contribution pensions become liable for inheritance tax.

The dream of a FIRE fund passing down the generations tax free is over. What now?

Most FIRE followers are expected to have a substantial amount in their DC pensions. This means many FIREees estates will now be liable for inheritance tax for the first time. Larger FIREees estates will have significantly more inheritance tax than was previously the case.
This session visually explores the issues and suggests mitigations and tactics to optimise your estate to deal with the new reality. Including suggestions for asset distribution, withdrawals, gifting and some degenerate solutions!