Why life insurance could play an even bigger role in Inheritance Tax planning from April 2027
Life insurance can provide a cash payment that beneficiaries may use to help settle an IHT bill. This can be particularly valuable where much of an estate is tied up in property, investments or other assets that cannot easily be accessed or sold quickly.
IHT gifting reminder: your questions answered
Gifting is back in the spotlight due to rising Inheritance Tax (IHT) receipts and ongoing reforms affecting wealth transfer
Pensions and IHT – the shake-up many are missing
From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)
Passing on wealth – the essentials of IHT
A guide to Inheritance Tax thresholds, exemptions and planning essentials
How are you preparing for generational wealth transfer?
It’s Global Intergenerational Week (24-30 April) – an annual campaign that promotes and celebrates intergenerational connection.
Are your family ready for the largest intergenerational transfer in history?
Largest wealth transfer in history: how planning can protect your family’s future
Gen Z – betting on an inheritance – time to stand on your own two feet?
Some Gen Z and Millennials expect to use inheritance to fund retirement, but this is risky. Making pension contributions early, combining your pots and making the most of tax relief can help prepare for a more reliable financial future.
Unspent pensions to be included in IHT from 2027
From April 2027, unspent pensions will fall within IHT, potentially raising bills and risking double taxation. Reviewing your arrangements now, from gifting and trusts to charitable giving, can help protect wealth and ensure assets pass smoothly to loved ones.
Insights
Insights Behind all great advice is in-depth knowledge. Here’s everything you need to know about pensions, property, government fiscal policy and the state of the UK economy. We’ll explain what it all means for you and finances. Categories Budget Budget Articles Business Economy General Financial Inheritance Tax Investing Mortgages Protection Retirement Planning All
