Displaying items by tag: IHT
Lisa Webster: A thorny question of pensions and IHT
From a pensions point of view the biggest news from the Budget was undoubtedly the fact that from 6 April 2027, pensions will fall into the deceased’s estate and therefore be liable for inheritance tax.
Budget: Inherited pensions to be hit with IHT from 2027
From April 2027 inherited pension pots will be subject to inheritance tax (IHT), Chancellor Rachel Reeves announced today in her Budget.
Pensions could be 'nightmare' for grieving families warns ex-minister
A former Pensions Minister and retirement expert has attacked the government’s Budget day decision to include pensions and pension death benefits within estates for inheritance tax (IHT) purposes.
Families failing to discuss inheritance plans
Two out of five married couples are keeping their families in the dark when it comes to their plans for passing on wealth, new research suggests.
IHT planning and pensions driving ‘Boomer’ advice demand
Inheritance tax planning is a major driver for 58 to 75 year olds seeking regulated financial advice.
IHT receipts hit new record high
Inheritance tax receipts for April 2021 to February 2022 hit a new record high of £5.5bn.
Inheritance taboo costs £80k in unnecessary tax, study finds
Lisa Webster: IHT reforms - what could it mean for pensions?
