Six months until pensions IHT changes: Advisers await Budget clarity

From April 2027, most unused pension funds and death benefits will be brought within the scope of IHT. The change represents a significant shift in the role pensions can play in estate planning, particularly for clients with substantial pension wealth or self-invested pensions holding illiquid assets. Charles Russell Speechlys private client partner Harriet Betteridge said the six-month countdown meant attention was now shifting towards the practical operation of the new regime. "With six months until the new rules take effect, attention is now turning to whether the Autumn Budget ...