Please note that the UK Government has announced that from April 2027 unused pensions will be included in the calculation of the value of estates for Inheritance tax purposes and could therefore be ...

After years of being told to spend our pensions last because they could be handed down free of inheritance tax, a new rule coming in from next April flips that guidance on its head. From 6 April, 2027 ...

New inheritance tax rules will drastically alter how people use their pensions, and put a lot of individuals in difficult positions, writes Steve Gauke.

IntroductionWhen consulting on inheritance registration, I am often asked about pensions and funeral expenses before we even ...

An annuity can be an effective way of reducing the amount of pension wealth left behind on death, since the money you use to ...

From April 6, 2027, the way that pension scheme death benefits are treated for inheritance tax (IHT) purposes will change significantly. Unused pension funds and death benefit lump sums will largely ...

Andrew Goodman, executive consultant at Osborne Clarke, considers what next week’s Budget could mean for high-net-worth ...

Spend your retirement fund: enjoying your pension savings during your retirement will reduce the value of your estate when a ...

Financial advice firms are seeing a surge in enquiries about inheritance tax, pensions and savings ahead of the Autumn Budget ...

A young reader has received an inheritance and is unsure what to do with it ...

Bereaved families risk being forced into debt to cover inheritance tax bills under new pension rules, lawyers have warned.