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Learn how to exclude someone from a Will using exclusion clauses, discretionary trusts and forfeiture clauses. A practical guide for estate planners, financial advisers and mortgage advisers from BTWC.
From April 2027, most unused pension funds and death benefits will be brought within the scope of inheritance tax bringing them most significant shift in estate planning for a generation.
With the Autumn Budget scheduled for 26 November 2025, the whispering around Westminster is growing louder. For advisers and estate planners, the speculation isn’t just academic — any changes to inheritance, gift, trust or capital gains tax regimes could affect the work you do for clients
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