Skip to content
Sign inOpen the app
Artwork for Retirement Lounge Podcast
Retirement Lounge Podcast · July 2 · 44 min

34 - Will Your Pension Face Inheritance Tax From 2027?

The pension inheritance tax changes coming in April 2027 are some of the biggest changes to retirement planning in years—but many people still aren't sure what they actually mean. In this episode, Nick explains the new rules in plain English, looks back at how pension freedoms changed retirement planning in 2015, and explores why these latest changes matter for anyone with a pension. You'll learn: What will change from April 2027 Why pensions are being brought into inheritance tax Who could be affected (and who won't) The role of executors and beneficiaries Practical steps you can take now to prepare If you've been hearing about the pension inheritance tax changes but aren't sure how they apply to you, this episode provides a clear, practical overview.

0:00-44:15
Play in podnod

transcript

No transcript — this publisher did not publish one.

show notes

The pension inheritance tax changes coming in April 2027 are some of the biggest changes to retirement planning in years—but many people still aren't sure what they actually mean.

In this episode, Nick explains the new rules in plain English, looks back at how pension freedoms changed retirement planning in 2015, and explores why these latest changes matter for anyone with a pension.

You'll learn:

  • What will change from April 2027
  • Why pensions are being brought into inheritance tax
  • Who could be affected (and who won't)
  • The role of executors and beneficiaries
  • Practical steps you can take now to prepare

If you've been hearing about the pension inheritance tax changes but aren't sure how they apply to you, this episode provides a clear, practical overview.

more episodes

All episodes