13/10/2026
Did you know that changes to Inheritance Tax are coming?
From 6 April 2027, unused pension funds will be included when assessing the value of an estate for Inheritance Tax.
Inheritance Tax is charged at 40% above your available allowances and where a pension is passed on after age 75, your beneficiaries may also pay Income Tax.
If you’d like to talk through what this might mean for you, get in touch for friendly chat.