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Investments Retirement Estate Planning Inheritance Taxation Protection
Are you aware...
Amy Woolliscroft15th April 2026
…unused pensions will be subject to Inheritance Tax from April 2027?
Hopefully if you’ve been reading our recent newsletters, this isn’t new news, but it is something you may not have got around to considering yet.
Significant changes to the UK’s inheritance tax (IHT) rules are due to come into effect on 6 April 2027, when most unused pension funds will be included in a person’s estate for IHT purposes. For many individuals, this will represent one of the biggest shifts in retirement and estate planning in decades.
With the clock now ticking our latest Financial Pulse Newsletter explores this topic and can be downloaded for free here:
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.
SJP approved 15/4/2026