IHT on pensions

Discretionary trusts, bypass trusts and more

IHT treatment, death benefits, and ‘tax on tax’

'Professional financial advice will be central'

AIM shares, gifting and the upcoming Autumn Budget

Calls for major changes

'The protection industry cannot afford to rely on legacy systems and manual processes'

75% of advisers expect to adjust IHT strategies for nearly a third of their clients

Among hardest hit by ‘poorly consulted’ reforms

IHT on pensions comes into effect from 6 April 2027

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting