13/05/2026
๐ข Important Awareness for Pension & Estate Planning
From April 2027, proposed changes may bring unused pension funds into a personโs estate for Inheritance Tax (IHT) purposes. This could potentially impact families, business owners, landlords, and individuals who have been using pensions as part of their estate planning strategy.
While pensions have traditionally been considered outside the estate for IHT in many cases, the upcoming changes may mean it is more important than ever to review your financial and tax planning arrangements early.
Understanding how these changes could affect your estate, beneficiaries, and long-term tax planning is essential.
At AH Accountancy, we are committed to keeping our clients informed about important tax and financial changes that may impact them or their business.
If you would like guidance or support regarding tax planning, estate considerations, or understanding upcoming HMRC changes, feel free to get in touch.
๐ 07723 554927
๐ www.ah-accountancy.co.uk
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Our team works with your business to provide a proactive approach and develop a deep understanding of your operation. We work closely together so we can align