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Pensions and inheritance tax

Find out more about the pensions and inheritance tax changes being introduced from 6 April 2027.

Exploring inheritance tax and pension changes

The forthcoming inheritance tax changes for pensions represent one of the most significant developments in estate and retirement planning for many years. With most unused pension funds expected to fall within the inheritance tax regime from April 2027, advisers will need to review existing strategies and help clients understand the implications. Our articles, insights and CPD resources explore the legislative changes, practical planning considerations, and opportunities to support clients through the evolving landscape.

A guide to IHT changes for pensions

Read our guide to the upcoming IHT changes for pensions.

A summary of the information sharing framework

Read our summary of the IHT information sharing requirements and deadlines that come into force for deaths that occur on or after 6 April 2027.

  • Article
  • 4 min read

IHT: Key update for advisers

This article outlines HMRC's latest guidance on pension inheritance tax changes from April 2027 and what they mean for advisers, clients and personal representatives.

  • Article
  • 7 min read

Help your clients prepare for the 2027 IHT changes

We've outlined 12 practical steps clients may want to consider as we move closer to the new rules coming into force about IHT changes.

CPD

Pensions and IHT: advice issues and opportunities

Adviser-facing webinar exploring the advice issues and opportunities arising from pensions and IHT changes.

IHT and pensions: preparing clients for April 2027

This adviser webinar will bring you up to speed on IHT changes with what’s new, what’s still evolving, and the actions you can take to prepare your clients effectively.