PensionsDec 5 2024

Unpacking the planning implications of including pensions in IHT

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • Explain the impact of including pensions in inheritance tax
  • Explain the potential problems associated with including pensions in IHT
  • Explain how advisers should help their clients
  • Explain the impact of including pensions in inheritance tax
  • Explain the potential problems associated with including pensions in IHT
  • Explain how advisers should help their clients
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CPD
Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
Unpacking the planning implications of including pensions in IHT
© (Chibelek/Envato Elements)Woman in red scarf holding red piggybank tightly in hands

The biggest change to pensions in the recent Budget is the announcement that pensions will fall into the net for calculating inheritance tax from April 2027. 

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CPD
Approx.30min
CPD questions are available on the last page of this article

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Related Topics

HM Revenue & Customs
Inheritance tax
CPD
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