This video explains a significant upcoming change in UK inheritance tax rules, effective April 2027, which will bring pensions back within the scope of inheritance tax. Previously, pensions were largely outside this tax, but from 2027, they will be subject to the standard 40% inheritance tax rate, impacting how individuals plan their savings and estates.
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The big April 2027 pensions rule change
Apr 17, 2026
This video explains a significant upcoming change in UK inheritance tax rules, effective April 2027, which will bring pensions back within the scope of inheritance tax. Previously, pensions were largely outside this tax, but from 2027, they will be subject to the standard 40% inheritance tax rate, impacting how individuals plan their savings and estates.
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