17/07/2026
Could changes to Inheritance Tax affect your pension?
New rules coming into force in April 2027 could change the way unused pension savings are treated for Inheritance Tax.
If you've always assumed your pension would pass to your loved ones tax efficiently, now is a good time to understand what the changes could mean for you.
Our latest blog explains the changes and highlights why reviewing your estate plan sooner rather than later could be worthwhile.
Read the blog here:
swintonaccountants.co.uk/pension-inheritance-tax-changes/
If you'd like to discuss how the changes could affect your own circumstances, we're always happy to help.