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Pensions and Inheritance Tax

Watch our exclusive video guide to discover what's changing in 2027 and learn how to protect your wealth.

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KEY BENEFITS

  • Why pensions, once largely outside of Inheritance Tax, may fall into scope from 2027
     

  • The key legislative changes taking effect from April 2027
     

  • How income tax and inheritance tax differ on inherited pension funds
     

  • What these changes could mean for your estate planning

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Your Pension & IHT: A Pebble Financial Expert Guide

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Pebble Financial are an independent, whole of market, Financial Planning and Wealth Management advice firm.

136 Beach Green, Shoreham,

West Sussex, BN43 5YA

01273 525080

info@pebble-financial.co.uk

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© 2025 · Pebble IFS Ltd · Pebble Financial All rights reserved. The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Pebble Independent Financial Services Ltd is an appointed representative of Best Practice IFA Group Ltd, registration number 223112 which is authorised and regulated by the Financial Conduct Authority.  Pebble Independent Financial Services Ltd is registered in England, no. 5861771.  Registered office Suite 20, Basepoint Business Centre, Little High Street, Shoreham-by-Sea, West Sussex BN43 5EG.

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