In this month’s Tax-Efficient Investment Magazine (TEI) special edition of IFA Talk, Matt and Sue take a look back at some of the key changes to IHT and pension in last year’s Autumn Budget.
With many of the new rules set to take effect from April 2026 and April 2027, advisers and clients are increasingly seeking support to navigate the changes ahead. Fortunately, joining us to unpack all of this is Toyin Oyeneyin, Tax Product Specialist at Octopus Investments. Together, we dive into the topic of IHT on pensions, before looking ahead to this year’s much-anticipated Budget.
In this episode, Toyin discusses whether the golden age of pensions is now over and outlines how the changes have affected the conversations advisers are having with their clients. She also answers whether there is still hesitancy regarding IHT planning ahead of the Budget and reveals how Octopus Investments are supporting advisers in an increasingly complex landscape.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Upcoming Octopus webinar ‘Breakfast & Budget’
Join Octopus’ post-Budget webinar to hear expert commentary and gain practical insights into what the Autumn Budget announcements could mean for tax, estate planning, and private markets.
This 1-hour webinar is designed to provide clarity on the latest announcements and their potential impact on tax, estate planning, and private markets. Plus, it’s CPD accredited.
Toyin Oyeneyin
Toyin Oyeneyin is the Tax Product Specialist for Octopus Investments, being the technical lead across all their tax products. She has been with Octopus for over 6 years having joined Octopus from her previous role as a Senior Manager in M&A tax at PricewaterhouseCoopers.
She is a Chartered Tax Adviser and a Council member of the Association of Tax Technicians and has 20 years’ experience across professional practice, industry, accounting, tax and finance.
