Inheritance tax and pensions: the cost of doing nothing

The Government’s plan to move unspent pensions into IHT from April 2027 is expected to contribute towards boosting IHT receipts to more than £14.5bn by 2031 – and advisers will need act quickly to help clients avoid leaving significant IHT bills for their families to pay. In a new article for Professional Adviser’s Retirement and IHT hub, Lucy Dolan, Senior Business Development Manager at Triple Point, looks at: • Why ‘leave the pension untouched’ may no longer work • Rehousing pensions into Business Relief • Unquoted vs AIM: key differences • What advisers should review now Click...