HMRC Revises Pension Tax Rules for Deaths After Age 75 Starting 2027 Friday, June 12, 2026 hmrc pensions inheritancetax taxation estateplanning retirement wealthtransfer taxreform pensionbenefits taxcompliance HM Revenue & Customs (HMRC) has announced significant changes to the taxation of pensions when a person dies after reaching age 75. Effective from 6 April 2027, the majority of unused pension funds and pension death … Read More
State Pensioners Born Before 1960 Accelerate Withdrawals Ahead of 2027 Inheritance Tax Changes Thursday, April 23, 2026 pensions statepension inheritancetax withdrawals retirement financialplanning wealthmanagement tax marketvolatility risk State pensioners born before 1960 are increasingly withdrawing funds from their private pensions in anticipation of significant inheritance tax (IHT) changes coming into effect in April 2027. This rush is driven by new … Read More
UK Households Could Face 40% Inheritance Tax on Christmas Gifts from HMRC Monday, December 22, 2025 inheritancetax gifts hmrc ukfinance taxplanning christmas giftallowance estateplanning taxexemption personalfinance HMRC has issued a warning to UK households: improper gifting this Christmas could lead to hefty inheritance tax (IHT) charges. Personal finance experts are urging families to be mindful of the £3,000 annual gift allowance, … Read More