Your guide to the new Inheritance Tax and pension rules
Category: Private Clients Posted on: August 25, 2026Did you know that from 6 April 2027, most pensions will be included in your estate when calculating Inheritance Tax?
The shake-up is expected to lead to an additional 10,500 estates becoming liable for the tax in 2027/28, and around 38,500 estates will pay more tax due to the reforms1.
As, under existing rules, pensions offer a way to pass on wealth tax-efficiently, the change could have implications for both your estate and retirement plan.
To help you understand if the reforms could affect you and navigate the potential changes, we’ve put together a useful guide that outlines what you need to know, from Inheritance Tax thresholds to how you might manage your estate’s liability.
Download your copy here: Your guide to the new Inheritance Tax and pension rules from 2027: What’s changing, how it could affect you, and what to do now
If you have any questions about what the reforms mean for you, please get in touch.
Please note: The Financial Conduct Authority does not regulate Inheritance Tax planning.
By us, for you
Delve into our collection of articles, containing useful guidance and ideas to help you plan, save, and make the most of your money.
