22/06/2026
Significant changes to Inheritance Tax are on the horizon, with reforms due to take effect from 6 April 2027 that could reshape how estates are planned.
One of the key updates is the expected inclusion of unused pension funds and certain pension death benefits within the scope of Inheritance Tax. This marks a major shift, as pensions have traditionally been a highly effective way to pass on wealth outside of the IHT framework.
If your long-term plans include using your pension as part of your estate strategy, it’s important to understand how these changes could impact you.
We wrote a recent blog which explores:
• What the new rules mean from April 2027
• Who may be affected
• The steps you can take now to prepare
Early planning can make a real difference when it comes to protecting wealth for future generations.
Read the full blog and get in touch if you’d like support reviewing your estate planning strategy.
www.forthaccountancy.co.uk/post/uk-iht-pension-changes-from-6-april-2027-what-s-changing-who-s-affected-and-what-to-do-now