Changes to Inheritance Tax and Pensions

From April 2027, new rules will change how unused pension funds are treated for Inheritance Tax (IHT) purposes. These reforms may have a significant impact on your financial plans, particularly if you have substantial pension savings or other assets.

We've prepared a short guide that explains what’s changing, how it could affect you, and practical steps you can take now to safeguard your wealth for future generations.

If you have any questions or would like to review your current plans in light of these changes, please don’t hesitate to contact us. We'd be happy to discuss how we can adapt your planning to suit your personal circumstances.

Financial Framework - Changes to Inheritance Tax and Pensions.pdf

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