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#01 Why this podcast, pensions and IHT changes, and a visit to Equality Action charity
09/03/2026
#01 Why this podcast, pensions and IHT changes, and a visit to Equality Action charity
In this episode: 0:27 – Welcome and why this podcast 5:21 – Sam and Jenny discuss the upcoming pension and inheritance tax changes 14:48 – Jenny and Andy on how the changes could mean being taxed at up to 90% on your pension fund 19:33 – Conversation with the team at Equality Action 33.27 - Supporting our Foundation - Riviera Travel Affinity Scheme 36.53 - End Summary Chairman and marketing manager Jenny Jervis open this first episode by welcoming Sapphire, the newest member of the Chesterton House team, and discuss why we're launching a new podcast and what it will contain. April 2027 brings big changes to pensions and inheritance tax, and many of our clients will feel the impact. Jenny sat down with financial planner to get a clear picture of what's changing and what you can do about it now. Later, Andy and Jenny break down how the layers of tax involved could mean your pension fund being taxed at up to 90% in some cases, a number worth knowing before your circumstances change. In July, the Chesterton House Foundation awarded a £1,000 grant to . Andy and Jenny visited the charity's offices on Nottingham Road in Loughborough to meet chief executive Varsha Parmar, vice chair Geetha Bala, NHS talking therapies project officer Zee Sattar, and EmpowHer project officer Minara Rahman. They talked about the work Equality Action does in local communities, how it started, and how it's changed since then. Listen to their conversation to learn more about this longstanding and effective charity. One way to support the Foundation is by going on holiday! Andy and Jenny explain Riviera Travel's Affinity Scheme and how it works. If you want to follow up... To get financial advice, we offer a free initial phone call with one of our qualified Financial Planners. To learn more about the Chesterton House Foundation For anything else, This episode is available in video format on our , and you can download the transcript for this episode .
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