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.
Your Spring Statement update and what it means for you
An overview of the 2026 Spring Statement, covering confirmed tax policies, economic forecasts, defence spending and what the government’s plans could mean for households, investors and businesses across the UK.
Budget 2025: What the Autumn budget means for you
A concise overview of the Autumn Budget 2025, highlighting the main tax, savings and property measures that could influence financial planning decisions.
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.