Is the Government about to become your biggest beneficiary?
Protect your estate before the 2027 Inheritance Tax (IHT) changes
From April 2027, unused pension funds will be included in your taxable estate – potentially handing a much bigger share of your wealth to the government instead of your family.
With rising property values and frozen thresholds, IHT is set for another record year. And this change could amplify the situation.
The good news? There’s plenty you can do to protect your estate.
We’re hosting Inheritance Tax Planning Seminars across the UK, designed to help you understand:
- How pension changes affect your estate
- Whether you’re likely to be impacted
- Practical ways to reduce IHT exposure