27/10/2026
Could your pension affect your family's Inheritance Tax bill?
From 6 April 2027, most unused pension funds and pension death benefits are due to be brought within the value of a person's estate for Inheritance Tax purposes.
This could change how some families approach estate planning and the wealth they intend to pass on to the next generation.
While many estates will remain outside the scope of Inheritance Tax, those with significant pension
savings may need to review their arrangements.
Understand how the changes could affect your estate.
Review your existing plans.
Consider whether your current arrangements still meet your family's needs.
Planning ahead can help you understand your options before the changes take effect.
Speak to us if you'd like help understanding the tax implications.
Call: 028 9024 0344
Website: www.febni.com