15/09/2026
Did you know that from 6 April 2027, most pensions will be included in your estate when calculating Inheritance Tax?
The shake-up is expected to lead to an additional 10,500 estates becoming liable for the tax in 2027/28, and around 38,500 estates will pay more tax due to the reforms.
Under existing rules, pensions offer a way to pass on wealth tax-efficiently, so the change could have implications for both your estate and retirement plan.
To help you understand whether the reforms could affect you and navigate the potential changes, we’ve put together a useful guide that outlines what you need to know, from Inheritance Tax thresholds to how you might manage your estate’s liability.
Download our guide here
https://www.kdw.co.uk/money-matters/your-guide-to-the-new-inheritance-tax-and-pension-rules
