THE 60-MINUTE PENSION BRIEFING
Could Your Pension Face a 40% Inheritance Tax Hit?
Understand how the April 2027 pension inheritance tax changes could affect your pension, your estate and the wealth you eventually pass to your family.
For years, pensions have been one of the most tax-efficient ways to pass wealth to the next generation.
From April 2027, that position is changing.
For some families, pension wealth could become part of their inheritance tax exposure for the first time — potentially creating a significant additional tax liability.
In this complimentary 60-minute Pension Briefing, we explain:
✓ What is changing from April 2027
✓ Which pensions and families may be affected
✓ How inheritance tax could interact with pension benefits
✓ Why some families could face more than one layer of taxation
✓ The questions worth considering before making changes
✓ How pensions fit into the wider estate planning picture
No registration.
No payment.
Just one hour designed to help you understand what is changing.
Estate Architect provides educational research and analysis relating to inheritance tax and estate planning concepts for UK residents. We do not provide regulated investment, tax, or legal advice and are not authorised or regulated by the Financial Conduct Authority (FCA). Where regulated advice is required, introductions may be made to authorised professionals.
© Estate Architect 2026