Maximise pension legacy after 2027 IHT changes
From April 2027, unused pension pots may be subject to inheritance tax
From April 2027, unused pension pots may be subject to inheritance tax
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Navigating wealth-building for the first time can be intimidating. Aetas Partners demystified the process. Their team is responsive, transparent, and deeply knowledgeable—giving me confidence in every decision.
I’ve worked with many financial professionals, but Aetas stood out for their coordination and foresight. They don’t just advise—they collaborate, ensuring every piece of our financial picture works in harmony.
As a high earner with a young family, I needed expert guidance across multiple financial fronts. Aetas Partners gave us a long-term plan that balanced wealth growth with protection and legacy planning. Their team feels like an extension of our family.
I spent my career managing company finances, but planning for retirement felt surprisingly overwhelming. Aetas brought all the moving parts—investments, estate planning, taxes—under one roof. Their clarity and professionalism are unmatched.
Aetas Partners streamlined our entire financial life. Instead of juggling advice from different professionals, we now have one clear, unified strategy. Their holistic approach gave us peace of mind and saved us both time and money.