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Inheritance Tax on unused pension funds and death benefits. An update on government Policy Paper – July 2025

22 July 2025

Some pensions will become subject to inheritance tax from April 2027 and the government’s Policy Paper on the topic has now been released.

Continuing with the end in focus

16 July 2025

The accumulation of capital and benefits to be used in retirement needs to be planned early to make sure that expectations are managed and that your latter years are comfortable.

A little change might make your household income go further

01 July 2025

Sometimes making little changes to household financial planning such as using the marriage allowance can make a difference in saving tax