C. Davidson Financial Planning

C. Davidson Financial Planning Providing solutions in retirement planning, wealth protection, investments, borrowing, tax planning

From April 2027, most pensions will become part of people’s estates for IHT purposes. Find out how a Trust could help pr...
29/04/2026

From April 2027, most pensions will become part of people’s estates for IHT purposes.

Find out how a Trust could help protect your estate:

https://partnership.sjp.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate.html

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

C. Davidson Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/4/2026

Can a trust help protect your estate?

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18-22 Melville Street
Edinburgh
EH37NS

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
6pm - 7pm
Friday 9am - 5pm

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