There is a fundamental and profound tax change on the horizon.

The value of your pension will form part of your estate for inheritance tax from April 2027 onwards. More details are now known, so watch this month’s video to see how this might affect you and what you can do about it.

New legislation from April 2027 will add your pension to the value of your estate. You could lose 40% of your pension to Inheritance Tax. Actually, the effective tax rate could be higher if you lose some IHT allowances.

In this video, Philip Challinor from Chatfield Private Client Limited explains:

✅ Why is this happening? And why now?

✅ Who pays the tax, if there is any?

✅ How is the inheritance tax calculated?

✅ What can you do about it? Various cunning plans explained.

Don’t panic, though. You can take proactive steps now to secure your family’s future. And pensions are still the most tax-efficient way to invest for the long-term.

The devil is always in the details, and all of this needs to be considered as part of your overall financial circumstances.