Pension reform and IHT: Why advisers are turning to EIS

With unused pensions set to fall into the inheritance tax (IHT) regime, the Enterprise Investment Scheme (EIS) is emerging as a leading tax-efficient option for advisers when estate planning, all the while playing a vital role in UK innovation. For years, advisers and investors have relied on the IHT exemption for pension pots as a foundation of estate planning. But this will soon change. From 2027, untouched pensions will fall inside the IHT net. At Parkwalk, we are now seeing a marked increase in advisers getting in touch with us who are looking to reallocate a proportion of their c...