In this episode, we tackle the monumental shifts in UK inheritance tax (IHT) rules. Joining us from Royal London's Technical Marketing Team is Justin Corliss, who breaks down the impact of the October 2024 budget announcement on pensions.

We'll discuss how unused pension pots and death benefits are set to be included in IHT calculations from April 2027, and what this means for your clients' financial plans. Justin clarifies the new payment process, the surprising exemption for death-in-service benefits, and provides a crucial checklist for financial advisers. Whether you're an expert or a newcomer to this topic, you'll gain valuable insights to navigate these changes and help your clients plan for their legacy.

This episode is brought to you in association with Royal London.

Pensions & Protection Podcast