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
IHT on pensions: Advisers on a new way of working
Tax planning

IHT on pensions: Advisers on a new way of working

Jenna Brown
Jenna Brown
clock 10 June 2026 • 8 min read
Succession Wealth told to pay compensation over incorrect advice after pension IHT proposals
Companies

Succession Wealth told to pay compensation over incorrect advice after pension IHT proposals

Isabel Baxter
Isabel Baxter
clock 11 May 2026 • 4 min read
Labour leadership contest: What a change could mean for IHT on pensions
Tax planning

Labour leadership contest: What a change could mean for IHT on pensions

Jen Frost
Jen Frost
clock 28 May 2026 • 6 min read
HMRC releases 'crucial' technical note on IHT on pensions
Tax planning

HMRC releases 'crucial' technical note on IHT on pensions

Jenna Brown
Jenna Brown
clock 11 May 2026 • 3 min read
Inheritance tax on pensions
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
Late estate planning risks adding billions to govt's IHT coffers
Estate planning

Late estate planning risks adding billions to govt's IHT coffers

Families could face £12.3bn in ‘preventable' IHT

clock 03 June 2026 • 2 min read
Expect 'painful teething challenges' on IHT overpayments, advisers warn
Tax planning

Expect 'painful teething challenges' on IHT overpayments, advisers warn

Fears HMRC delays could lead to months-long waits

clock 02 April 2026 • 2 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

Among hardest hit by ‘poorly consulted’ reforms

clock 27 October 2025 • 8 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
Opinion and expert insight
Latest inheritance tax news and updates
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