New Inheritance Tax and Pension Rules: What You Need to Know Before 2027
Download our free guide to understand the new Inheritance Tax and pension rules from April 2027, how they could affect your estate and what steps you may wish to consider.
For many years, pensions have been one of the most tax-efficient ways to pass wealth to future generations. However, significant changes announced by the government mean that, from April 2027, many pension funds could be included within an individual’s estate for Inheritance Tax (IHT) purposes.
These reforms could have a substantial impact on retirement planning, estate planning and the amount ultimately passed on to loved ones. In some cases, pensions that would previously have fallen outside an estate could increase a family’s Inheritance Tax liability considerably.
The good news is that there is still time to review your arrangements and consider whether changes may be appropriate. Understanding how the new rules work, which pensions are affected and the options available to help manage a potential tax liability could make a significant difference to your long-term financial plans.
Our free guide explains:
- How the new Inheritance Tax rules will affect pensions from April 2027
- Which pensions and death benefits may be impacted
- The potential implications for your estate and beneficiaries
- Practical strategies that could help reduce a future Inheritance Tax bill
- Why reviewing your retirement and estate plans now could be beneficial.
The earlier you understand the changes, the more options you may have available.
Download your free guide today by clicking on the link below, and if you’d like personalised advice about how the new rules could affect your retirement and estate plans, the Kellands team is here to help.
Download our free IHT and pension rules guide