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HMRC Inheritance Tax Changes 2027: How Pension Reform Impacts Estates And Representatives

From 6 April 2027, unused pension funds and death benefits will be added to a person’s estate for inheritance tax

Inheritance tax gift rules in the UK determine when a lifetime gift becomes fully tax free. A gift is free

Over-55s inheritance tax risk refers to the growing chance that a homeowner’s estate will exceed the frozen £325,000 nil-rate band

Pension fund inheritance tax changes 2027 refer to new rules under the Finance Act 2026 that bring unused pension funds

The winter fuel payment tax change is a new HMRC charge that claws back the Winter Fuel Payment from pensioners

A state pension deferral increase adds roughly 5.8% to the weekly new State Pension for every full year a claim

Women Against State Pension Inequality (WASPI) is a UK campaign group representing women born between 6 April 1950 and 5

Stocks and shares ISA tax refers to the rules governing which investment income HMRC exempts inside the wrapper, and which

Most eligible pensioners receive their Winter Fuel Payment automatically in November or December 2026, as confirmed by GOV.UK for the

A state pension tax raid describes the growing likelihood that UK pensioners will pay income tax on their state pension