One surprise in the 2024 Budget was the announcement that pension funds would be taken into account for IHT purposes from 2027.
Overview
One surprise in the 2024 Budget was the announcement that pension funds would be taken into account for IHT purposes from 2027. In this session presented by Dr Ros Martin, we will consider the implications of this and what we should be talking to clients about. Other pension changes, including salary sacrifice, and general pension planning will be included.