FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

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

LCP warns 'more thought needed' to make IHT on pensions workable

Tax planning

LCP warns 'more thought needed' to make IHT on pensions workable

Calls for major changes

03 November 2025 • 4 min read

IHT advice demand to surge as advisers rethink decumulation strategies

Tax planning

IHT advice demand to surge as advisers rethink decumulation strategies

PA talks to BNY IM head of retirement Richard Parkin

24 September 2025 • 5 min read

One in five wealthy over-55s unaware of IHT on pensions change

Your profession

One in five wealthy over-55s unaware of IHT on pensions change

IHT on pensions comes into effect from 6 April 2027

27 October 2025 • 2 min read

Watch