29/04/2026
From April 2027, most pensions will become part of people’s estates for IHT purposes.
Find out how a Trust could help protect your estate:
https://partnership.sjp.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate.html
Taxation rules can change at any time and are dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
C. Davidson Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 17/4/2026
Can a trust help protect your estate? Can a trust help protect your estate?