Financial Planners working for wealth and investment manager Rathbones have reported a surge in enquiries about the looming imposition of Inheritance Tax on unused pensions in 10 months' time.

HMRC’s new technical note for IHT on pensions highlights a considerably more complex and administratively demanding landscape for families dealing with estates that include pension assets.

IHT thresholds would be £270,000 higher by the next tax year if they had risen in line with inflation, according to new analysis.

Tax changes announced in last November’s Budget have encouraged more young people to use ISAs and pensions, according to new research.

Time is running out for HMRC to tell the pensions industry how next April’s Inheritance Tax changes will work, according to pension consultants LCP.

Inheritance tax (IHT) receipts rose 2% to £8.5bn in the 2025/26 tax year (2024/25: £8.2bn), marking a fifth consecutive annual record.

Two in three pension savers (62%) are unaware that unused savings held in their pensions will be included in their estate for inheritance tax purposes from April 2027, according to a new report.

Almost two thirds (59%) of Britons find inheritance tax (IHT) rules confusing, according to new research.

Inheritance tax has continued its upward trajectory with receipts for the 11 months April 2025 to February 2026 of £7.7bn, £0.1bn higher than the same period last year.

The decision to include unspent pension pots in the IHT tax net - announced in the 2024 Budget - is leading to larger pots being run down by those seeking to reduce potential tax bills, according to LCP partner Steve Webb.

Latest HMRC data reveals that Capital Gains Tax (CGT) receipts hit £17bn in January, up £7bn from the £10bn recorded a year earlier in January 2025.

Life, pensions and investments provider Royal London has launched an inheritance tax hub for financial advisers.

Financial Planners are rethinking their strategies on pensions and wealth transfer as the imposition of IHT on unused pensions from April next year looms closer.

More than 120,000 new trusts were registered in 2024/25, pushing the total number of active trusts to about 835,000 - a move some experts suggest is being inspired by fears about the impending levying of Inheritance Tax on unused pensions from April next year.

More than three in four financial advisers (77%) expect a surge in workload due to the imposition of IHT on unused pensions from April 2027, according to a new survey.

Nearly half (45%) of HNWIs have no written record of what they’ve gifted to loved ones, according to new research, leaving them at risk of falling foul of IHT rules.

The Chancellor has announced in the Budget that the freeze on inheritance tax thresholds will be extended for a further year to 2030-31.

Planned changes to the treatment of unused pensions exposed to inheritance tax for the first time could see many high net worth estates facing effective tax rates of up to 67%, according to a new report.

SSAS provider and administrator WBR Group has launched a new Inheritance Tax (IHT) calculator to help advisers cope with the government’s planned changes to IHT and pensions.

Pensions consultancy LCP has urged the Government to make major changes to ensure that new inheritance tax rules are implemented fairly and effectively.