Скачать или смотреть New Rules for Inheritance Tax on Pensions & Death Benefits: What you need to know before April 2027

From April 2027, pension death benefits will be brought into the scope of Inheritance Tax (IHT) - a major shift in estate planning rules. Once considered a highly tax-efficient way to pass on wealth, pensions are now under closer scrutiny following the Autumn Budget 2024. With the consultation period now closed, draft legislation has been published, and key details have emerged.

In this episode of the Integrity365 Financial Insights Podcast, Chartered Financial Planner Sophie Haslehurst and Independent Financial Adviser Douglas Sims break down what the draft legislation means for the UK public, our clients and us as financial planners.

🔍 In this podcast episode, we cover:
• How pension death benefits are currently taxed
• What the proposed changes to pensions and IHT could mean
• Who will be responsible for reporting and paying IHT on pensions
• How will this process work?
• Common misconceptions and planning opportunities
• What financial planners and clients should be doing now to plan in advance

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📞 If you would like to discuss your own pension and estate planning needs, please do not hesitate to get in touch with our trusted team of Independent Financial Advisers on 0117 450 1300 or visit our website for more information on our financial advice services: www.integrity365.co.uk

This video is intended for information purposes only and in no circumstances should be taken as advice. If you do require personal financial advice, please get in touch with an Integrity365 adviser using the details above.

Integrity365 is a trading style of MRIB Limited which is authorised and regulated by the Financial Conduct Authority (FRN 454705) and Registered in England and Wales No 04933749 Registered Office 82 St. John Street, London, England, EC1M 4JN.

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