From 6 April 2027, significant changes to Inheritance Tax (IHT) rules are expected to affect how unused pension funds are treated, potentially increasing the tax burden on families and impacting the wealth passed on to future generations.
Our latest guide explores what these changes could mean for your retirement and estate planning, including how pensions may become subject to Inheritance Tax, the potential implications for beneficiaries, and strategies to help protect your wealth.
Discover practical guidance on reviewing your pension withdrawals, making tax-efficient gifts, understanding available allowances and ensuring your financial plans continue to support your long-term goals.
Click here to read the full Guide