Description
Everything you need to understand the April 2027 pension inheritance tax changes — in one comprehensive, practical document. Part 1 covers what is changing, how the 67% trap works, who is affected, the five planning strategies, and all key terms explained. Part 2 is a full five-phase action plan with fillable fields to calculate your own IHT exposure, a step-by-step review of your pension nominations, a drawdown strategy review checklist, and preparation guidance for adviser meetings. Part 3 is a quick-reference section with all key dates, common mistakes, and useful contacts. Written by a lawyer. Free to download. Share it with your family today.
✓ USE THIS WHEN:
• You want to understand the April 2027 changes and whether you are affected.
• You want a structured action plan to work through before speaking to a financial adviser or solicitor.
• You want to take this document to a professional meeting already prepared.
• You want something to share with parents or family who may be affected.
✗ DON’T USE THIS WHEN:
• You need personalised financial or legal advice — this is a general guidance tool, not a financial plan.
• Your pension is a defined benefit (final salary) scheme — different rules apply, seek specialist advice.
• You have already received a formal IHT assessment — contact a specialist directly.
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