Planning ahead: Pensions and inheritance tax

Over the last few decades pensions and inheritance tax (IHT) have never been more than occasional acquaintances. This is set to change from 6 April 2027 when an individual’s remaining pension funds at death will form part of their taxable estate. This will mean around 10,500 new estates brought within the scope of IHT and a further 38,500 paying more tax. Learn more in this article, by clicking "Visit".