Are you platform-ready for April's pension IHT changes?

From 6 April 2027, most unused pension funds and death benefits will be brought into scope for inheritance tax (IHT) in the UK. For pension providers and wealth managers, this means rethinking how information is gathered and shared, how bereavement cases are handled, and how the systems and teams behind them need to change. With six months to go, the new regime is becoming much clearer. The legislation is in place and HMRC has provided further detail on withholding tax and the pensions direct payment scheme. That said, the picture could still shift if changes are announced in the Autumn ...