Inheritance tax changes to pensions in 2027: what it means for your estate planning
From April 2027, pensions may fall inside inheritance tax, reshaping estate planning, increasing liabilities, and requiring a more balanced approach to retirement income, beneficiary planning, and long-term wealth transfer strategies.
Giving something back: My ideal product
Tom Glanville outlines his ideal product, revealing how personal pensions deliver tax efficiency, flexibility, and long-term value despite changing rules and shifting perceptions around retirement planning.
What happens to mum and dad’s pension when they die?
From April 2027, pensions will form part of inheritance tax calculations, meaning more families risk larger bills. Learn how conversations and planning can help protect your parents’ estate and legacy.
Can I leave my pension to my children, and will they be taxed on it?
From April 2027, unused pensions will usually be included in your estate for Inheritance Tax. Find out how the changes could affect what your children inherit from your pension.