Why pension inheritance tax changes are about more than just the tax bill for clients

Evelyn Partners' Louise Brooks and Joseph Wicks argue the bigger issue for many clients will be administrative complexity, not the levy itself

From April 2027, unused defined contribution pension assets are expected to fall within the scope of inheritance tax, one of the most significant changes to pension planning in years, according to ...

 

DATA PROTECTION STATEMENT: Your privacy policy – Please read carefully.

We set out below how and the basis under which we, Incisive Media, will communicate with you. In our Privacy Policy we explain how we may use your data. For subscriptions, events, sponsored content and resources, we will use the lawful basis of 'legitimate interests' and we will use the contact details supplied to us to market to you regarding your trial or subscription, reader research, events and other related products. You will always be offered the option to change your contact preferences. Where you request a whitepaper or content published by one of our third party partners or attend a sponsored event which Incisive Media hosts, we will identify the third party or sponsors to you at the time and then pass on your contact details to them. They will contact you directly and their use of your data will be governed by their own privacy policy. Events may attract additional sponsors after bookings have opened and after the date you have signed up to attend, but we will identify all sponsors to you by email before the event. Please note that if you are a sole trader or other partnership, you will not receive information regarding Incisive Media's other brands or from third parties until such time as we have your consent.