Lucy Spencer
Financial planning partner at wealth manager Evelyn Partners who provides practical financial-planning and gifting advice on inheritance tax and pensions during the episode.
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Mar 5, 2026 • 1h 6min
Inheritance tax masterclass: how much is due & smart ways to reduce it! Energy price spike – what it really means
Lucy Spencer, financial-planning partner who advises on gifting and pensions, and Harriet Brown, tax barrister and CIOT fellow, join to unpack inheritance tax rules. They cover thresholds, spousal transfers that can create large couple allowances, lifetime gifts and the seven-year rule. They also discuss the 2027 change bringing pensions into estates and practical record-keeping tips.
