Inheritance taxNov 25 2024

How might pension IHT changes affect blended families?

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

  • Describe the impact of the IHT and pension changes on blended families
  • Explain the role of scheme administrators in an estate
  • Identify the impact on pre-nups
  • Describe the impact of the IHT and pension changes on blended families
  • Explain the role of scheme administrators in an estate
  • Identify the impact on pre-nups
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Approx.30min
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CPD
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How might pension IHT changes affect blended families?
© (choreograph/Envato Elements)The introduction of IHT into pensions could complicate an already challenging landscape for families.
Nina Lake & Liz Palmer

The government’s recent announcement that pensions will no longer be exempt from inheritance tax, starting in 2027, marks a significant shift in financial and estate planning back to the pre-2015 pension freedom days.

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Approx.30min
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