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IHT on pensions

Adviser workload set to rocket ahead of IHT on pensions changes

Your profession

Adviser workload set to rocket ahead of IHT on pensions changes

Large volumes of clients will need reviews of financial plans

clock 15 December 2025 • 3 min read
Pension IHT: A minor win for executors, a missed opportunity for HMRC

Pensions

Pension IHT: A minor win for executors, a missed opportunity for HMRC

'It's a great pity HMRC couldn't have been a bit braver and taken the sensible approach'

clock 09 December 2025 • 3 min read
Budget 25: Changes to IHT on pensions rules for personal representatives

Tax planning

Budget 25: Changes to IHT on pensions rules for personal representatives

Will be able to instruct scheme administrators to pay

clock 26 November 2025 • 3 min read
IHT on pensions: 'We're going to have to muddle along with it until it works'

Tax planning

IHT on pensions: 'We're going to have to muddle along with it until it works'

PIMFA’s Simon Harrington touches on the reality of any changes

clock 21 November 2025 • 1 min read
Nasty shock? Personal representative duties post-6 April 2027 explained

Tax planning

Nasty shock? Personal representative duties post-6 April 2027 explained

'The buck stops with the PR'

clock 20 November 2025 • 3 min read
IHT on pensions 'horribly complex' for personal representatives

Tax planning

IHT on pensions 'horribly complex' for personal representatives

Concerns raised about meeting the six-month deadline

clock 12 November 2025 • 6 min read
IHT planning: A fourth date conversation?

Tax planning

IHT planning: A fourth date conversation?

'A whole of life option may often be more accessible than people think'

clock 11 November 2025 • 5 min read
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
IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers

Tax planning

IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers

'Professional financial advice will be central'

clock 06 November 2025 • 5 min read
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