Pensions & Inheritance Tax

From 6th April 2027, unused private pensions are due to be part of an individual’s taxable estate on death. The impact of this change is significant and will mean more families paying inheritance tax. We consider it important for all professionals working in wills and estate planning to understand the changes and raise awareness with our clients to help them prepare.

Our pensions and inheritance tax factsheet is expertly designed and professionally written. It will be branded with your logo and contact details, so you appear as the expert and can provide your clients with the valuable information they need without the time and effort of creating this yourself.

In this short video, Sally Jackson (FPFS), Chartered Financial Planner, summarises the forthcoming changes and relevance for practitioners.

Sally has been instrumental in creating our new ‘Pensions & Inheritance Tax’ factsheet that will be available to buy on this website from 6th October 2025.

If you would like to know more about The Estate Planner’s Toolkit, please visit our website and book a no-obligation demo.