26/06/2026
Many people think that once they have made a Will, the job is done...
With the proposed changes to Inheritance Tax (IHT) due to take effect next year, that may no longer be the case.
One of the biggest changes is the proposal to bring most unused pension funds into a person's estate for IHT purposes. For many families, pensions have traditionally been one of the most tax-efficient assets to pass on.
This makes now an ideal time to review your estate planning.
Ask yourself:
✍ Does your current Will still reflect your wishes?
✍ Have you considered how the proposed IHT changes could affect your beneficiaries?
✍ Are there planning opportunities available before the new rules take effect?
A simple review now could help protect your family's inheritance.