Pensions and Inheritance Tax: The Latest Updates
Join our webinar where we will cover the latest updates on the current rules (including the Chancellor’s Spring statement), the proposed changes, and their potential impact on your retirement and estate planning.
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About this event
Since 2015, pensions have benefited from special Inheritance Tax treatment, shaping the way many people plan their finances. However, the October 2024 Budget introduced significant changes to how unused pensions will be taxed upon death increasing the number of people who will be paying Inheritance Tax on death.
In this follow-up webinar, we will build on the insights from our previous session, covering the latest updates on the current rules (including the Chancellor’s Spring statement), the proposed changes, and their potential impact on your retirement and estate planning. Our aim is to help you assess whether you need to update your Will and seek further financial advice.