Gareth Davies
Gareth Davies is the Pension Specialist for Scottish Widows, dealing with technical and legislative aspects of both corporate and individual pensions. Gareth has over 30 years’ experience in the life and pensions industry working for major product providers, and over 15 years’ experience as a pensions specialist. Gareth regularly speaks at industry and trade events and he is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.
Futureproofing your bereavement proposition
Prepare for the 2027 pension inheritance tax changes and their impact on bereavement propositions, estate administration and adviser support.
How the future IHT changes can reshape the value of advice
How advisers can help clients leave a tidy legacy, demonstrating their value as pension IHT changes reshape intergenerational planning.
Practical steps to get ahead of IHT and pension changes
Prepare for the 2027 pension inheritance tax changes and their impact on wealth transfer and estate planning.
A new era for advice
Younger clients expect digital tools, speed and personalisation. Explore how AI, Targeted Support and hybrid advice models are reshaping the...
Tax benefits of Drip-feed Drawdown
Learn how Drip-feed Drawdown can help clients access pension income more tax-efficiently by combining regular withdrawals with tax-free cash, reducing...
Inheritance tax planning – what does the future hold?
Recorded in May 2025, this vodcast explores the proposed 2027 inheritance tax changes and their implications for advisers and clients.
Autumn budget – the implications for advice
Scottish Widows experts Gareth Davies and Ross Easton explore the Autumn Budget’s impact on pensions, inheritance tax, and how advisers...
Advisers are embracing change
With trillions of pounds set to pass between generations in the coming years, intergenerational planning is a well-known issue for...