Are you prepared for upcoming inheritance tax changes?

Upcoming Reeves change to HMRC tax means 'check pension now'

A wealth expert is urging pension holders to consider drawing down and gifting funds to loved ones before April 2027

Inheritance tax threshold 'should be £770,000' in line with inflation

Inheritance tax (IHT) thresholds would be £270,000 higher by the 27/28 tax year if they had risen in line with inflation, according to new analysis. The £325,000 nil rate band for IHT would be set at £537,000 by the 27/28 tax year while the £175,000 resident nil rate band would be £233,000 if both had …

Rise in enquiries highlights growing concern over 2027 pension IHT changes

A Manchester-based financial planning consultancy says it has experienced a sharp increase in enquiries from legal firms as concerns grow over major inheritance tax changes to pensions due to take effect in April 2027. Andrew Day, founder and CEO of Depledge Strategic Wealth Management, said his firm has seen a sixfold increase in approaches from law firms in the first four months of 2026 compared with previous years, as professionals assess the…

Are you prepared for upcoming inheritance tax changes?

The inheritance regime is changing in April 2027. Financial adviser Lisa Conway-Hughes runs through everything you need to know.