Consumer Duty Guidance Category

Preparing for the 2027 Pension Reforms: Why Collaboration Between Financial Advisers and Estate Planning Specialists Matters

by BTWC Ltd | Jul 9, 2026 | Consumer Duty Guidance, Estate Planning

From April 2027, one of the most significant changes to inheritance tax planning in decades will come into force. Under the new rules, most unused pension funds will form part of a person's estate for Inheritance Tax (IHT) purposes, fundamentally changing the way...