STAGING TEST answers email: what advisers should tell clients about pension IHT

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Staging test story for the Expert answers email. Advisers say clients should review their pension and inheritance tax plans before the April 2027 change, when unused pensions start to count towards the estate.

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Pensions and inheritance tax: your questions answered

Answers from Vojtěch Hořejší at yolkstudio.com

TEST Q1: Will my unused pension count towards my estate for inheritance tax?

TEST ANSWER 1. From April 2027 most unused pension funds will count towards your estate for inheritance tax.

TEST Q2: Should I draw my pension before April 2027?

TEST ANSWER 2. Not automatically. Drawing a pension early can create an income tax bill larger than the inheritance tax it saves.

TEST Q3: What should I ask my financial adviser now?

TEST ANSWER 3. Ask how the change affects your own estate and whether your pension nominations are up to date.

These answers are general information, not financial advice.

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The question we put to Newspage’s experts, and their answers.

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STAGING TEST 4 FT: what should advisers tell clients about pension IHT?

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ended 20. October 2026

Staging test alert from an FT editor account. I am looking for adviser views on how pensions coming into inheritance tax from 2027 changes client conversations.

Questions for Newspagers

  1. What are you telling clients about pensions and inheritance tax?

1 responses from the Newspage community

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Vojtěch Hořejší
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STAGING TEST 4 (free with coverage on FT alert): Clients should review nominations and lifetime gifting now, before pensions come into IHT in 2027.