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The 2027 Pension Inheritance Tax Trap That Will Cost Your Family Thousands

Автор: Retirement Ready UK: Plain English pension advice.

Загружено: 2026-04-27

Просмотров: 23

Описание: The 2027 Pension Inheritance Tax Trap That Will Cost Your Family Thousands
From 6th April 2027, unused pension funds will be included in your estate for Inheritance Tax — a rule change that HMRC estimates will cost affected families an average of 34,000 pounds more in IHT. In this deep dive I explain exactly what's changing, who it affects, how much it's likely to cost in real scenarios, and the strategies still available before the window closes.
🔗 Model your estate under the 2027 rules: https://whop.com/retirement-ready-uk
🔗 HMRC official guidance: https://www.Gov.UK/government/publica...
Timestamps:
0:00 The rule change coming in April 2027
0:55 How the current rules work — and why this change is significant
4:00 Exactly what changes on 6th April 2027
7:00 The real numbers — how much will this cost your family?
10:30 The double tax problem — IHT and income tax together
12:30 What you can still do about it — five strategies
17:00 The administration burden on your family
18:30 Who is most affected — and who isn't
19:30 What to do next

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The 2027 Pension Inheritance Tax Trap That Will Cost Your Family Thousands

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