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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.

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

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

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’

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'

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

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

20 October 2025 • 5 min read

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