24/09/2026
Are the pension changes coming in April 2027 on your radar?
There are some pension changes due in April 2027 that could mean more families need to think about Inheritance Tax when looking at their pension savings.
A few people have asked me what this might mean for their retirement plans and for what they hope to leave behind, so I thought it was worth mentioning here.
If you are not sure whether the changes could affect you, it may be worth having a quick look at your pension arrangements and making sure everything still works for you and your family.
If you would like a friendly, no-pressure chat, just give me a call or send me a message and I’ll be happy to help. A quick conversation now could give you peace of mind and help your family avoid unnecessary surprises later.
