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Episode 26 - Pensions, Inheritance Tax & the Big April 2027 Change: What You Need to Know
Pensions have long been seen as one of the most tax-efficient ways to pass wealth to the next generation. But from April 2027, that could change dramatically.
In this episode, Dave sits down with financial planners Mat Bonney and Adrian to unpack one of the biggest proposed shifts to UK inheritance planning in years: the move to bring pension pots into inheritance tax calculations.
What does the change actually mean? Could your pension suddenly become liable for inheritance tax? And if you have a spouse, children, or multiple pension pots, what practical steps should you be thinking about…
The skinny
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