
Pensions and IHT – the shake-up many are missing
From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)
Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF

From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)

A guide to Inheritance Tax thresholds, exemptions and planning essentials

It’s Global Intergenerational Week (24-30 April) – an annual campaign that promotes and celebrates intergenerational connection.

Largest wealth transfer in history: how planning can protect your family’s future