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The new pension tax trap could cost your family up to £670,000*.

Pensions used to be exempt from Inheritance Tax (IHT).

From 2027, that’s changing.

If you don’t take action now, this change could leave your loved ones with a large and unexpected tax bill when you die.

  • A £1 million pension could create a £400,000 IHT tax bill
  • Additionally, further income tax could also be payable
  • The taxman might get more of your pension fund than your family will
  • Finally, your loved ones will face the stress and confusion at the worst possible time

Mark has the solutions, book your free 60-minute consultation now.

Meet the expert who can help you protect your legacy

I’m Mark Daunter, a Chartered Financial Planner, Certified Financial Planner™, and Top Rated Adviser on VouchedFor.

Reviews and Ratings for Financial adviser Mark Daunter, Guildford

I know how worried you must be about these changes.

I’ve helped many families make the most of their pensions and investments, while saving millions of pounds of Inheritance Tax. Ensuring more of their wealth ends up where it should: with the people they care about.

Here’s how I’ll help you take control

1

Book a free consultation

We’ll discuss your pension position and the impact of the new rules.

2

Engage us as your adviser

You’ll see exactly what options are available to protect your inheritance.

3

Implement the plan

We’ll take care of everything so you can enjoy retirement.

You’re in safe hands

Oculus Wealth is an independent, FCA-regulated firm dedicated to providing clear and transparent advice.

Clients trust us because we combine technical expertise with genuine care, always putting their long-term interests first.

Don’t let new pension rules undo a lifetime of planning

A short conversation now could save your family hundreds of thousands later.

Book your free 60-minute consultation.

*Based on a pension fund of £1 million being paid to an additional rate taxpayer on death.

    Solve your pension IHT problem today

    Discover how to protect your pension and your family’s future before it’s too late.

    Complete the form, and we’ll be in touch to arrange your free 60-minute initial meeting with Mark.

    • No fee.
    • No obligation.
    • Just information and reassurance.

    Thanks for sending your information to us, we’ll be in touch very soon to arrange your free initial meeting with Mark.

    In the meantime, click here to listen to Mark’s clients explain the benefits of working with him.

    Oculus Wealth Management is a trading style of Oculus Wealth Management (Hampshire) Ltd, which is an appointed representative of Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, HG1 4DP, a company authorised and regulated by the Financial Conduct Authority.

    Registered in England – Company Number 13520132.. Registered address: 2 Grove Park Court, Harrogate, HG1 4DP.

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