10/05/2026
When thinking about the future, it’s natural to focus on your own retirement.
But there’s often another question in the background. What happens to your money after you’re gone?
Inheritance tax can be complex, and in some cases, it can take a significant portion of an estate. But not all assets are treated in the same way.
Pensions, for example, are often handled differently.
In many cases, pension savings sit outside your estate for inheritance tax purposes, which means they can potentially be passed on more efficiently.
Understanding this can help you:
📊 See how pensions fit into inheritance planning
🧾 Understand when inheritance tax may apply
👥 Review who your pension is paid to
🧭 Make more informed long-term decisions
We’ve put together a guide that explains how it all works 👇
https://bit.ly/4cGZFxQ