28/05/2026
From 6 April 2027, most unused pension funds will be pulled into your estate for IHT purposes. That's a 40% charge on money many people assumed was protected.
There is still a way to structure around this, and it's HMRC-compliant. But it depends on your residency status and where your pension is held.
We've put together a guide to what's changing and what it means for you.
Read the full article to learn more:
https://www.soteriatrusts.com/insights/qnups-iht-non-ltr-2027/