05/06/2026
Pensions have long been viewed as an efficient way to pass on wealth outside of inheritance tax. However, from April 2027, that position is set to change. Susan Owens explains what the reforms mean and why reviewing your estate planning now is essential.
https://www.bmtclaw.co.uk/pensions-and-inheritance-tax-planning-for-the-april-2027-changes/
Pensions have long played an important role in estate planning. Unlike most other assets, pension funds have generally fallen outside the scope of inheritance tax (IHT) because death benefits are typically paid at the discretion of pension scheme trustees rather than forming part of the deceased’s...