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Inheritance Tax

Professional Adviser’s Inheritance Tax Hub is your home for the latest news, analysis, and opinion on navigating inheritance tax (IHT) and pensions changes set out in the October 2024 Autumn Budget.

From 6 April 2027, inherited pension pots will be subject to IHT.

This is where you can find all the updates on what to expect and how to prepare, as well as expert insight and analysis on what IHT changes mean for you and your clients.

Top stories
Lords committee calls on government to rethink IHT reforms
Tax Planning

Lords committee calls on government to rethink IHT reforms

Isabel Baxter
Isabel Baxter
clock 28 January 2026 • 6 min read
Onshore bonds are back – but who is leading the call for their return?
Tax planning

Onshore bonds are back – but who is leading the call for their return?

Laura Miller
clock 11 February 2026 • 5 min read
Pension IHT: A minor win for executors, a missed opportunity for HMRC
Pensions

Pension IHT: A minor win for executors, a missed opportunity for HMRC

Rachel Vahey
clock 09 December 2025 • 3 min read
The 'stark' impact of tax and pensions changes on special needs families
Tax planning

The 'stark' impact of tax and pensions changes on special needs families

Jen Frost
Jen Frost
clock 27 October 2025 • 8 min read
Inheritance tax on pensions
Business relief: Advisers' IHT on pensions questions answered
Tax planning

Business relief: Advisers' IHT on pensions questions answered

AIM shares, gifting and the upcoming Autumn Budget

clock 06 November 2025 • 6 min read
Trusts: Advisers' IHT on pensions questions answered
Tax planning

Trusts: Advisers' IHT on pensions questions answered

Discretionary trusts, bypass trusts and more

clock 10 November 2025 • 5 min read
Annuities: Advisers' IHT on pensions questions answered
Tax planning

Annuities: Advisers' IHT on pensions questions answered

IHT treatment, death benefits, and ‘tax on tax’

clock 10 November 2025 • 7 min read
Will IHT reforms trigger a pension scam epidemic?
Tax planning

Will IHT reforms trigger a pension scam epidemic?

'People feel that they can trust what they see on social media'

clock 20 January 2026 • 4 min read
How charitable giving could help mitigate the IHT on pensions impact
Tax Planning

How charitable giving could help mitigate the IHT on pensions impact

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting

clock 27 October 2025 • 3 min read
IHT on pensions: Networks pledge not to shy away from tax-efficient solutions
Networks/Clubs

IHT on pensions: Networks pledge not to shy away from tax-efficient solutions

Have ‘traditionally been cautious’ on specialist products

clock 20 October 2025 • 5 min read
Watch
IHT on pensions: 'We're going to have to muddle along with it until it works'

IHT on pensions: 'We're going to have to muddle along with it until it works'

The 'renewed' role of onshore bonds in today's advice conversations

The 'renewed' role of onshore bonds in today's advice conversations

Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Watch on-demand: IHT on pensions from April 2027 – what financial planners need to know

Professional Adviser TV: IHT 'uncertainty' and a pigeon hole warning

Professional Adviser TV: IHT 'uncertainty' and a pigeon hole warning

Opinion and expert insight
The time is now to prepare for IHT tax shifts in 2027
Tax planning

The time is now to prepare for IHT tax shifts in 2027

James Floyd
clock 03 February 2026 • 4 min read
IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers
Tax planning

IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers

Cecilia Furner
clock 06 November 2025 • 5 min read
From A-Day to mayday: 20 years on and the government is still missing the point on pensions
Tax planning

From A-Day to mayday: 20 years on and the government is still missing the point on pensions

Lee Halpin
clock 18 September 2025 • 3 min read
Andrew Tully: IHT on pensions roll-out continues to 'defy logic'
Pensions

Andrew Tully: IHT on pensions roll-out continues to 'defy logic'

Andrew Tully
clock 22 September 2025 • 4 min read
Pension reform and IHT: Why advisers are turning to EIS
Tax planning

Pension reform and IHT: Why advisers are turning to EIS

Moray Wright
clock 26 August 2025 • 4 min read
Tony Müdd: The case for over-insurance for IHT
Tax planning

Tony Müdd: The case for over-insurance for IHT

Tony Müdd
clock 11 February 2025 • 4 min read
Latest inheritance tax news and updates
view all
Webinar tomorrow: IHT on pensions – Advisers' questions answered
Tax planning

Webinar tomorrow: IHT on pensions – Advisers' questions answered

Professional Adviser
Professional Adviser
clock 09 March 2026 • 1 min read
Charitable gifting from pensions: Beating the post-75 double tax
Estate planning

Charitable gifting from pensions: Beating the post-75 double tax

Lisa Webster
clock 04 March 2026 • 4 min read
Spring Statement 26: Autumn Budget changes to account for 14% of total IHT revenue
Tax planning

Spring Statement 26: Autumn Budget changes to account for 14% of total IHT revenue

Isabel Baxter
Isabel Baxter
clock 03 March 2026 • 2 min read
IHT changes: Have your clients reviewed their gifting strategy?
Estate planning

IHT changes: Have your clients reviewed their gifting strategy?

Julia Peake
clock 03 March 2026 • 5 min read
IHT receipts continue climb to £7.1bn
Tax planning

IHT receipts continue climb to £7.1bn

Jen Frost
Jen Frost
clock 20 February 2026 • 3 min read
How clients can talk discreetly to their parents about inheritance planning
Tax planning

How clients can talk discreetly to their parents about inheritance planning

Mike Winstanley
clock 16 February 2026 • 5 min read
Personal representatives face delays and fines due to 'lost' wills and pensions
Tax planning

Personal representatives face delays and fines due to 'lost' wills and pensions

Laura Miller
clock 04 February 2026 • 4 min read
HMRC sends crypto IHT 'nudge' letters to advisers
Tax planning

HMRC sends crypto IHT 'nudge' letters to advisers

Laura Miller
clock 03 February 2026 • 3 min read
Standard Life re-enters onshore investment bond market
Bonds

Standard Life re-enters onshore investment bond market

Jen Frost
Jen Frost
clock 03 February 2026 • 2 min read
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