Headsup On Money

82 - Changes to Pensions and Inheritance Tax (Will I Now Have To Pay Inheritance Tax on My Pension?)

Benjamin Mitchell Season 1 Episode 82

You've potentially heard there are some pretty massive changes coming into effect in April 2027 regarding how your pensions are counted for Inheritance Tax purposes. 

Wondering what's going on, and whether it affects you or not? 
If so, what should you now be starting to think about? 

In this episode Benjamin explains everything you need to think about and do when it comes to planning for the upcoming changes. 

Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps you to never make another financial mistake.

Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!

Take my 5 minute retirement assessment (can you already afford to retire?) 🚀


Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.