For many families, pensions have long been seen as a cornerstone of passing wealth to the next generation. But the rules around this are changing, and assumptions that once felt safe may no longer hold true. This guide explores how upcoming shifts in the tax landscape are reshaping the role pensions play in estate planning, prompting individuals to rethink how their lifetime savings fit into their wider legacy.
Rather than focusing on technical detail, the guide invites readers to consider the bigger picture: who they want to protect, how their circumstances might evolve, and why proactive planning matters more than ever. It highlights the importance of reviewing long-held strategies, understanding potential risks before they arise, and ensuring decisions made today still support the people and priorities that matter most tomorrow.
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