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Browsing Tag

pension pot taxation

5 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 19, 2026
Pension pots will fall into 40% inheritance tax net from next April, making lifetime gifting a serious option…
PPersonal finance
Tax on multiple pension pots will create admin chaos
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Tax on multiple pension pots will create admin chaos

  • July 25, 2026
Pension savers need to consolidate scattered pension pots into one place to prevent an admin nightmare for their…
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)…
PPersonal finance
Inheritance tax, pension pots and deprivation of assets
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Inheritance tax, pension pots and deprivation of assets

  • June 23, 2026
Pension tax changes could leave families facing huge care home bills if they do not undertake careful inheritance…
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