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Category Archives: Tax

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Pensions and Inheritance Tax

Pensions and Inheritance Tax — Less than Six Months to Go

Pensions, TaxBy Andrew Parmenter15th October 2026Leave a comment

In the Budget of 30 October 2024, the Chancellor announced that from 6 April 2027, most unused pension funds will be included as part of your estate when calculating Inheritance Tax (IHT). The Finance Act 2026 received Royal Assent on 18 March 2026 — this is no longer a proposal, it is law and with…

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The Autumn Budget 2025

The Autumn Budget 2025

Financial Advice, Insurance, Pensions, TaxBy Andrew Parmenter12th December 2025Leave a comment

A brief overview of some of the main points from a financial planning perspective from the Budget. Perhaps the most newsworthy point was the accidental release of the OBR report prior to the Chancellor announcing the Budget in the House of Commons. Other notable headlines are that things that were expected didn’t happen, such as…

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  • Home
  • About
  • Services
    • Pensions
    • Investments & Savings
    • Mortgages
    • Cashflow Planning
    • Insurance
    • Equity Release
    • Long Term Care
    • Financial Planning in Divorce
    • Business Protection
    • Jargon Buster
  • Financial Healthcheck
  • Blog
  • Contact
  • Client Portal
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