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Navigating the 2027 Pension Inheritance Tax Changes: What You Need to Know

12th Dec 2024

News
IHT & Pensions

The landscape of pension inheritance is set to change significantly in April 2027. Our latest video breaks down the crucial details of the upcoming Inheritance Tax (IHT) changes that could impact your estate planning.

What's Changing?

In the 2024 Autumn Budget, the government announced a change to how unused pension savings will be treated for inheritance tax purposes. Starting 6 April 2027, these savings may now be included in estate IHT calculations, potentially affecting how your financial legacy is passed on to your loved ones.

Key Takeaways from Our Comprehensive Video Guide

  • Understand the proposed changes to pension inheritance tax
  • Learn how these modifications might impact your estate

Click here to watch our video.

Need More Information? Contact our expert advisors for personalised guidance tailored to your specific situation.

Written by

Antony Voakes

Lincoln, Nottingham

CTA, ATT

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Wright Vigar Chartered Accountancy
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