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Browsing Tag

pension pot taxation

3 posts
PPersonal finance
Families could face 91% tax hit on inherited pension pots
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Families could face 91% tax hit on inherited pension pots

  • August 26, 2026
New calculations produced by NFU Mutual, the financial advice firm, show that in some extreme scenarios, estates could…
PPersonal finance
Lifetime gifting and inheritance tax
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Lifetime gifting and inheritance tax

  • August 18, 2026
Pension pots will fall into 40% inheritance tax net from next April, making lifetime gifting a serious option…
PPersonal finance
Inheritance tax risks and pension pot calculations
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Inheritance tax risks and pension pot calculations

  • July 15, 2026
It’s now less than nine months until unused pensions will be included in calculations for inheritance tax (IHT)…
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