The Biggest Pension Tax Change In A Generation?
For years pensions were seen as one of the safest ways to pass wealth to the next generation.
Proposed changes from April 2027 could significantly alter that position and create questions many families have never had to ask before.
The Autumn 2024 Budget may prove to be one of the biggest inheritance tax changes many families have seen in decades.
For years, pensions were viewed as one of the safest and most tax-efficient ways to pass wealth to the next generation.
That is now changing.
From April 2027, pensions and SIPPs are expected to become part of the inheritance tax conversation in a way many families never anticipated.
And for some families, the consequences could be substantial.
This has raised serious questions:
How much tax could my family face?
Could pensions be taxed twice?
Should I make changes now or wait?
What options actually exist?
To help answer these questions, we created our Pension Briefing Series.
Watch our complimentary one-hour Pension Briefing, where we explain the proposed changes and the issues many families are now beginning to face.
Watch:
✓ Full 1-hour Pension Briefing
✓ Access to the complete Pension Briefing Series
✓ Free access today
✓ No registration required
✓ No email required
Everything is available completely free to watch and explore.
These educational videos and resources have taken many months of research, planning and production to create, and are designed simply to help families better understand pensions, inheritance tax and estate planning.
No subscriptions. No sales. Just education and support when you need it.
Inheritance Tax: The Rules Have Changed
Many families still believe inheritance tax only affects the very wealthy.
That was true years ago.
Today, rising property values, pensions, investment growth and frozen thresholds mean many families are quietly drifting into inheritance tax territory without even realising it.
Our Inheritance Tax Briefings explain:
How inheritance tax actually works
The most common planning mistakes
Why wills alone rarely solve the problem
The £2 million threshold trap
Why delaying decisions can become expensive
Included:
Inheritance Tax Video Briefings
Estate Planning Reports
Downloadable Guides
The Probate & Family Protection Series
What happens after death is often where families face the greatest stress.
Confusion
Delays
Paperwork
Arguments
Missing information
Financial Stress
Many people spend decades building wealth but very little time organising what happens afterwards.
Our Probate & Family Protection Briefings focus on reducing stress for loved ones and creating a simpler estate.
Topics include:
Included:
Probate Briefings
Family Protection Guides
Estate Organisation Reports
The Estate Architect Library
Estate planning should never be based on headlines, newspaper articles or one opinion from one adviser.
One change in one area often creates consequences elsewhere.
That is why we continue building our private Briefings Library.
Inside you will find ongoing updates, educational videos, reports and commentary covering:
Pensions.
Inheritance Tax.
Trusts.
Probate.
Family Governance.
Estate Organisation.
Legislation changes.
Because before families make decisions, they first need clarity.
You Don't Have a Tax Problem,
You Have a Planning Problem.
The Estate Architect's Guide to Protecting Family Wealth
Most families do not have a tax problem.
They have a planning problem.
Discover the mistakes that leave families exposed to inheritance tax, probate delays, family disputes, and poor wealth transfer decisions.
© Estate Architect 2026
The Briefing Series
This private briefing series explains:
✔ why inheritance tax has become one of the biggest financial threats facing affluent UK families,
✔ why traditional advice often leaves major gaps,
✔ how the ultra-wealthy structure their estates differently,
✔ and why proper estate planning is about far more than simply reducing tax.
Instant access — watch the video series immediately after submitting the form. Educational access provided at no cost.
This briefing series is intended for educational and strategic purposes only. Where specialist regulated advice is required, this is handled by appropriately authorised professionals within the wider professional network.
We respect your privacy. Your details will never be shared.
Protect Your Family’s Wealth — Before HMRC Takes Its Share
Download the Market Insider Inheritance Tax Report and learn how successful families are protecting their estates using
The Seven Pillars of IHT Planning.
This report is for educational purposes only and does not constitute financial, tax or legal advice. Tax treatment depends on individual circumstances and may change. Please seek appropriate professional advice before making decisions.
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