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Changes to Inheritance Tax and Pensions

  • Writer: Financial Framework
    Financial Framework
  • Aug 6, 2025
  • 1 min read

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.



 
 
 

5 Comments


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Jun 03

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Financial Framework Wealth & Estate Planning Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate will writing, taxation and trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 843450 at https://register.fca.org.uk. Registered office: 35 Westgate, Huddersfield, HD1 1PA. Registered in England No. 11602026. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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