Your pension and inheritance tax
A free guide to what changes on 6 April 2027, who it affects, and what you can do about it. Fourteen pages, plain English, including a worksheet to work out your own position.
A free guide to what changes on 6 April 2027, who it affects, and what you can do about it. Fourteen pages, plain English, including a worksheet to work out your own position.
A worksheet that takes you through your estate including pensions, your allowances, and the likely bill. Most people have never seen this figure.
A worked example showing how adding pensions to an estate can cost you an allowance you assumed was yours, and add far more to the bill than the pension is worth.
The reporting duties that fall on your family from April 2027, what they will have to do, and four things you can do now to make it easier.
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Bosworth Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA firm reference number 805232.
Our advisers are based in Leicester, Tamworth, Coventry and King’s Lynn, and we work with clients across the UK.
The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on your individual circumstances and may be subject to change in future.
