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Pension reforms proposed for 2027: what you should know...
Автор: Saltus
Загружено: 2025-08-29
Просмотров: 469
Описание:
In the 2024 Autumn Budget, Chancellor of the Exchequer Rachel Reeves introduced proposals that could significantly reshape the treatment of pensions for inheritance tax (IHT) purposes. While no changes have been enacted yet, the publication of draft legislation marks a clear step toward bringing unused pension funds within the scope of IHT from 6 April 2027.
For now, the existing rules remain unchanged, and no immediate action is required. However, if mitigating IHT is a key concern, it is wise to stay informed and begin considering how these potential changes could affect your estate planning. Now is a good time to speak to your financial adviser...
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