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.