From April 2027, significant changes to Inheritance Tax (IHT) will bring most unused pension funds into the scope of an individual’s estate. These reforms could increase the tax burden on beneficiaries and affect existing estate planning strategies. Understanding the changes now can help you protect your family’s financial future.
The articles and infographics in this section will help you understand the changes and provide focus about what you need to be thinking about now.
We can help you explore the options and make plans that work for you and your family.
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Join our subscriber community for our latest news and considered insights
Join our subscriber community for our latest news and considered insights
Join our subscriber community for our latest news and considered insights
