From April 2027, most unused pensions and death benefits will fall into estates for IHT purposes. In some cases, inherited pensions may be subject to both inheritance tax (IHT) and income tax ...There are also other IHT exemptions available.
57% cited further cuts to inheritance tax (IHT) breaks and allowances as clients’ ... “Unsurprisingly, further action on IHT is currently the biggest concern for advisers and clients ahead of the Budget.
She did not, however, say she would reverse plans by former LabourChancellorRachel Reeves to impose IHT on unused pensions from next April although she did say abolishing IHT completely was a long term aspiration.
Historic figures suggest fewer than 5% of estates pay IHT, but that no longer gives the full picture ... But the risk is clearly there and it will continue to rise, with IHT nil-rate bands and IHT-free gifting allowances frozen until 2031.
Monthly IHT receipts ...Nick Henshaw, head of intermediaries distribution at mutual society Wesleyan, said the inclusion of unused pension within the IHT net from April is likely to see a considerable rise in receipts.
From April 2027, most unused pension funds will be included when calculating the value of someone's estate for inheritance tax (IHT) purposes ... When thinking about estate planning, most people typically explore ways to pay for their IHT bill.
IHT RECEIVES NYSE-AMERICAN APPROVAL FOR COMPLIANCE PLAN; REVERSE MERGER DISCUSSIONS CONTINUE ...RRFLLLP, the 76% owned subsidiary ManagementCompany for IHT, manages the IHT Hotels, as well as InnDependent Boutique Collection (IBC Hotels, LLC).
). UFU extends vote of no confidence and calls for resignations ... Farmers need certainty and confidence if they are to continue investing in their businesses and delivering for the wider economy. "We are calling on Government to back farming ... (noodl.
). 14 July 2026 ... The findings are based on eight in-depth interviews with financial advisers, an outsourced compliance specialist and behavioural and emotional intelligence specialists, conducted in March 2026 ... AttachmentsOriginal document Permalink.