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James C

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Review of the Scottish Building Society, Savings:
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Inheritance Tax Planning presentation.

5
I attended the SBS Aberdeen office today to listen to a presentation on Inheritance Tax Planning in relation to the inclusion of unused Pension Funds from the 6th of April 2027. The presentation was given by Alaina Howie of A&C Wealth and was both interesting & informative. The presentation was well received by all the SBS members & staff who attended. Reviewed on: 7th October 2026

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