Tax planning

Impact of IHT on unused pension funds

'HMRC has belatedly accepted that the status quo is unacceptable'

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

Pensioners over-taxed by £1.3bn since 2015

Ideas put forward by industry experts in post-Budget technical consultation

Budget tax changes and rising take highlight advice value, experts say

In the light of the government’s latest Budget

Government will publish a technical consultation in early 2025

Government took steps to reset the purpose of a pension

New regulations create a more nuanced environment