Webinar
Our latest webinar guides you through the changes to Pensions and Inheritance Tax set for 2027, and how to navigate them with confidence.
Featuring insight from:
Dave Rafferty – SIPP Oversight Manager at 7iM
James Hobbs – Chartered Financial Planner at The Penny Group
Steve Chambers – Financial Planning Director at The Penny Group
A simple look at how the current rules around pensions and inheritance tax came about, and what changes could be on the horizon.
Which pension benefits count towards inheritance tax and which ones are excluded – plus how rules differ for spouses or partners.
How the value is calculated and divided up when inheritance tax applies.
Understanding who is legally responsible for reporting and paying any inheritance tax – and when it needs to be done.
What to watch out for when inheritance tax and income tax both come into play.
The different payment routes. Whether it comes from the estate, the pension scheme, or directly from the people who inherit.
What details need to be passed between families, executors, and pension providers to make the process as smooth as possible.
What IHT reform means for your financial planning?
What action to take: the adviser perspective
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Email info@thepennygroup.co.uk or call 0207 061 2345 if you have any questions or should you wish to speak to one of our advisers.
