Your pension and IHT
Plans to include unused pension funds and death benefits within the value of estates for IHT purposes, were announced during the Autumn Budget 2024. This came as a surprise, particularly to those who have worked hard to build a pension as a tax-efficient way to pass wealth on to loved ones.
Kickstart the new tax year with confidence
With proactive tax planning and disciplined habits, you can build a stronger financial foundation and make informed decisions that align with your long-term goals. With the new tax year allowances in place, now is the time to make smart financial decisions.