IHT on pensions

‘Advice will be more valuable than ever’

Advisers warned to prepare clients as new rules drag more families into IHT net

Key message is ‘not to panic’

Spending more time improving understanding of shifting framework

HMRC confirms those under minimum pension age will see IHT applied on their pots

Most advisers recommending early pension access and gifting

See opportunity to provide ‘much-needed’ clarity

Impact of IHT on unused pension funds

'The process of dealing with IHT papers can be onerous'