08/06/2026
For years, pensions have been one of the most tax-efficient ways to pass on wealth.
From April 2027, unused defined contribution pension pots will be included in your estate for inheritance tax (IHT). That could leave many families facing a much bigger tax bill.
Pension savings left to children or other beneficiaries could face IHT.
They may also pay income tax on withdrawals (depending on age at death).
This is causing many people to rethink their estate planning.
The sooner you review this the easier it is to make any necessary changes.
Please contact us to arrange a free review 01424 577070 or [email protected]