IHT on pensions: 'It hasn't been communicated well'

‘A more collaborative approach would be welcomed but remains unlikely’

Jenna Brown
clock • 5 min read

IHT on unused pension funds is on the horizon. Jenna Brown gauges adviser opinion on whether the changes have been sufficiently communicated by the government…

Bringing unused pension funds into the scope of inheritance tax is set to go ahead and April 2027 fast approaches. But has the government done enough to communicate the major policy shake-up? Here, advisers share their views. Quilter Cheviot chartered financial planner Megan Rimmer says while the headline change is broadly understood, "there is still some uncertainty". "While the headline change is widely understood, many of the practical implications are not, particularly around how pensions will interact with the broader estate and the tax position on withdrawals. "From an adv...

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