04/06/2026
Estate planning may need reviewing ahead of the proposed pension changes coming in from April 2027.
Unused pension funds could become part of inheritance tax calculations, potentially affecting how wealth is passed on to future generations.
For many families, pensions form a significant part of their overall estate, meaning changes may impact succession planning, beneficiary arrangements, and potential inheritance tax exposure.
Reviewing your current arrangements early, including wills, pension nominations, and wider estate planning, may help ensure your intentions are still properly reflected.