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Pensions and IHT
For years, pensions have offered a valuable shield from inheritance tax for some, featuring heavily in some estate strategies. But from April 2027, that landscape is set to shift dramatically.
Neil EvansJuly 25, 2025
Read more5 mins read -
What the upcoming inheritance tax changes mean for your clients’ retirement and legacy planning
Major reforms are coming to how pensions are treated for IHT. We break down who’s most at risk & what actions you can take now to protect your clients’ wealth.
Neil EvansJune 26, 2025
Read more5 mins read
Money invested is at risk. References to legislation and tax are based upon Standard Life’s understanding of UK law and HMRC practice in the UK as at the date this publication was last updated. Tax and legislation may change in the future.
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