Your Pension Gets Hit With 40% Tax in 2027 (Here's What to Do)

Описание: From April 2027, pensions are proposed to be included in your estate for inheritance tax purposes. The Autumn Budget 2024 announced one of the biggest changes to UK inheritance tax planning in a generation. This video breaks down exactly what's changing, who's affected, and strategies you could implement to ease the imact.

Hi, I'm Henry Rutherford, a Chartered Financial Planner in the UK. This channel helps you use your money to live a life of purpose through smart financial planning and pension strategies.

🎯 IN THIS VIDEO YOU'LL LEARN:
✅ Why pensions are currently inheritance tax exempt
✅ How the 2027 pension IHT rules will affect estates
✅ Examples of this impact
✅ Actionable strategies to protect your family's wealth

ABOUT LIFE AFTER WORK UK:
I'm Henry Rutherford, and this channel provides practical UK financial planning advice to help you retire with confidence and live a life of purpose.
My approach is built on conversations, not transactions. Whether you're planning retirement at 45, 55, 60, or beyond, this channel helps equip you with the right knowledge, strategies and financial insights you need to make informed decisions.

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IMPORTANT DISCLAIMER:
This video provides general information only and does not constitute personal financial advice. Pension rules, tax regulations, and individual circumstances vary significantly. Always consult with an FCA-authorised Financial Planner before making financial planning decisions. Your pension investments can go down as well as up, and you may get back less than you invested. Past performance is not a guide to future returns.

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