December 16, 2025 - Parkworth

Personal pension age change delays access to savings

From April 2028, pension access rises to 57, impacting those born after April 1973 Early pension access will be limited to those with ill health or protected pension ages Many are worried about the upcoming change, so seek advice and review your plans A two-year increase in the normal minimum pension age could impact retirement planning for […]

When gifts backfire

Gifting can reduce IHT, but poor record-keeping could cause the exemption to be rejected Gifts with reservation (e.g. continuing to benefit from gifted assets) often trigger unexpected IHT bills With frozen thresholds and pensions joining IHT, careful planning is more important than ever With pensions set to join the list of assets liable for IHT, for many families, […]

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You can call us on 01444 707304, email us at matt@parkworthwp.co.uk or submit the enquiry form. Any correspondence should be sent to Parkworth, 26 Folders Lane, Burgess Hill, West Sussex, RH15 0DR. Our offices, where we hold all our meetings, are based at the beautiful Pippingford Park, shown on the map.

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Parkworth is a trading style of Matt Porter who is entered on the Financial Services Register https://register.fca.org.uk/ under reference 781320. If you wish to register a complaint, please write to us at the address above or email us at admin@parkworthwp.co.uk

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