Inheritance Tax and Pensions: Understanding the New Rules
Join our webinar where we will cover the latest updates on the current rules, the proposed changes, and their potential impact on your retirement and estate planning.
Event details
About this event
The Inheritance Tax changes introduced in the October 2024 Budget mean that more estates will be paying inheritance tax and could have a significant impact on your Will and estate planning. In our upcoming webinar, our Wills, Trusts and Probate team will provide clear, practical guidance on what these changes mean for you.
One key area affected is the taxation of unused pensions on death, which may alter retirement and estate plans—particularly if they were based on the pension tax rules introduced in 2015.
We’ll cover:
- The current rules
- What’s changed
- How these changes may impact your Will and planning
There will also be time to submit questions during the session.
This webinar will help you assess whether your Will needs updating or if further financial advice is needed.