IHT

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

Inclusion of unused pensions in IHT will come into effect 6 April 2027

'Despite these changes, pensions remain incredibly tax-efficient tools'

‘We can help advisers start up a business depending on how they’re joining us’

Provisions in the Finance Bill 2025/26 explained

Key message is ‘not to panic’

Spending more time improving understanding of shifting framework

Treasury also reviewing rules around taper rate

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

Claim numbers hit 12,767 in second quarter