Dasa Medvecka, Chartered Financial Planner

Dasa Medvecka, Chartered Financial Planner Chartered Financial Planner at Quilter Financial Advisers | Brighton 🇬🇧
Making money topics feel clear & approachable
Educational content only — not advice
(1)

20/07/2026

From April 2027, unused pension funds will be included within an individual’s estate for Inheritance Tax purposes.

Historically, pensions have often been used as a tax-efficient way to pass on wealth because they generally sit outside the estate for IHT.

The proposed changes mean more estates face an Inheritance Tax liability, depending on the value of the pension and the overall estate.

Understanding how these changes may affect estate planning is becoming increasingly important.

WealthPlanning

17/07/2026

This horse knows the importance of planning ahead…

A little preparation today can help create more freedom tomorrow.

Saving into a pension isn’t just about retirement — it’s about building the confidence, choices, and lifestyle you want for the future.

Because the best rewards come from planni ng ahead.

(We’ll leave the Prosecco to the humans… carrots might be a better pension plan for our four-legged friends 😉).

15/07/2026

The biggest mistake I see isn’t choosing the wrong pension.

It’s waiting.

Many people believe they’ll “start next year” when life is less busy, when they earn more, or when the timing feels right. But every year you delay means less time for compound growth to do the heavy lifting.

The best pension strategy isn’t always the most complicated. It’s the one you actually start.

How long have you been saying, “I’ll sort my pension later?”

13/07/2026

Changing jobs often means leaving pensions behind.

Over time, it’s easy to end up with several pension pots that are difficult to keep track of.

Bringing them together can make it easier to monitor your retirement savings, understand what you’re paying in charges, and see whether your investments still match your goals. Consolidating isn’t right for everyone, so it’s important to consider the benefits and any potential drawbacks before making a decision.

If you’re not sure how many pensions you have or whether combining them is suitable, I’d be happy to help you explore your options.

CharteredFinancialPlanner

10/07/2026

Most people focus on finding the “best” pension or investment.

But the right financial decisions start with the right questions.

When do you want to retire? What kind of lifestyle do you want? How much income will you need?
Are you on track to achieve it?

A retirement plan should be built around your goals—not someone else’s idea of success.

If you don’t know the answers yet, that’s exactly where good financial planning begins.

WealthPlanning FinancialAdviceUK CharteredFinancialPlanner

08/07/2026

We often underestimate what small, consistent actions can achieve over time.

Retirement planning isn’t about making huge contributions overnight. It’s about starting, staying consistent and giving your money time to grow.

The sooner you begin, the more opportunities you give yourself in the future.

If you’re unsure whether you’re saving enough for retirement, now is a great time to review your plan.

Every journey starts with a single seed.

WealthBuilding Retirement FinancialFreedom UKFinance CharteredFinancialPlanner

06/07/2026

Big changes are coming to pensions from April 2027.

For many people, pensions have been one of the most tax-efficient ways to pass on wealth. From April 2027, that could change, with many unused pension funds expected to form part of your estate for inheritance tax purposes.

This isn’t about panic—it’s about planning.

If your pension is a key part of your retirement or estate plan, now is the time to review whether it’s still working as intended.

Every situation is different, so getting advice early could help you make informed decisions before the new rules take effect.

💬 Have you reviewed your pension recently?

EstatePlanning Retirement PersonalFinance UKFinance FinancialAdvice

03/07/2026

Most people check their payslip—but how many check whether they’re getting the full employer pension contribution?

A quick review today could make a meaningful difference over the years.

Are you making the most of your workplace pension?

MoneyTips PersonalFinance FutureYou

01/07/2026

The retirement age keeps moving.

If you rely solely on the State Pension, someone else decides when you can stop working.

The sooner you start saving into a pension, the more choices you’ll have later in life.

Would you rather choose your retirement date—or have it chosen for you?

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