From April 2027, significant changes to Inheritance Tax (IHT) will bring most unused pension funds into the scope of an individual’s estate. These reforms could increase the tax burden on beneficiaries and affect existing estate planning strategies. Understanding the changes now can help you protect your family’s financial future.
The articles and infographics in this section will help you understand the changes and provide focus about what you need to be thinking about now
We can help you explore the options and make plans that work for you and your family.
The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
RetireInvest Limited is registered in England and Wales. Company Number 09916200. Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Tel: 0800 028 4040
RetireInvest Limited is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited are entered on the FCA register (https://register.fca.org.uk) under reference 440703 and 440718.
Estate Planning, Trusts, and Tax Planning advice is not regulated by the Financial Conduct Authority.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Approver Quilter Financial Services Limited June 2025
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