The 2024 Autumn Budget introduced proposed reforms that may significantly impact pensions and their role in estate planning. From April 2027, unused pension funds could be included within the taxable estate for Inheritance Tax (IHT) purposes, changing how families plan for wealth transfer. However, these changes are not yet set in law.

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By: [email protected] (Kings Court Trust)
Title: Pensions and Inheritance Tax: Navigating the 2024 Autumn Budget changes
Sourced From: www.kctrust.co.uk/blog/pensions-and-inheritance-tax-navigating-the-2024-autumn-budget-changes
Published Date: Mon, 16 Jun 2025 08:00:00 GMT
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