12/10/2026
Pension changes are coming. Does your existing will still meet your needs?
From 6 April 2027, most unused pension funds and pension death benefits will be brought within the value of an estate for Inheritance Tax purposes.
For some families, this could change how their pension wealth fits into their wider estate planning. It may therefore be a good time to review your existing Will and consider whether it still reflects your wishes and circumstances.
Your Will is only one part of your estate plan. Pension nominations, assets, beneficiaries, and potential Inheritance Tax liabilities can all need to be considered together.
At IWC Probate Services, we can help you review your Will and understand whether your current arrangements continue to reflect your wishes. Where specialist financial or tax advice is required, we can also help you identify when additional professional advice may be appropriate.
Does your existing will still meet your needs after the pension changes?
📞 Call us: 020 8150 2010
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