Inheritance Tax Planning & Your Pension

On 4^th June 2025, we hosted our first client seminar since lockdown at the stunning venue at Denbies Wine Estate, Dorking. We had a fantastic turn out and some informative discussions. Here’s a quick summary of what we covered:

• An overview of the current rules around inheritance tax planning
• A breakdown of gifting rules and exemptions from Inheritance Tax (IHT)
• The proposed changes taking effect from 6th April 2027
• Potential solutions, including the use of gifts, legacy planning, and specialist life insurance - illustrated with real-life examples

If you would like to hear about future events, please do get in touch.

Please click here to watch highlights from our recent seminar at Denbies Wine Estate, where we explored key insights on Inheritance Tax Planning and Retirement Planning.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.