Compare today with April 2027.
Compare the position under today's treatment with the expected inheritance tax position from April 2027.
April 2027 Pension Trap
Could the 2027 pension change leave your family a bigger tax bill?
See the difference your pension could make to the inheritance tax on your estate.
Do you want your pension to pass to your family, not the taxman?
Free. No Email Required. Takes about 2 minutes. Your result appears on screen.
What you will find out
See where your planning may need attention
The pension change can affect more than the pension itself. This check shows how pension value may interact with the wider estate, the residence allowance and the tax your family could face.
See any extra tax.
See whether pension value could increase the taxable estate or reduce the residence allowance available to your family.
See how to reduce it.
Identify the pension, gifting, liquidity and estate-planning questions worth reviewing before the rules change.
Why Repton Estate Planning
Specialist planning, explained clearly
20 years advising families
CII Advanced Diploma in Financial Planning ยท Full member of the Institute of Professional Willwriters
- 20 yearsadvising families
- Advanced Diplomain Financial Planning
- Full memberInstitute of Professional Willwriters
Your next step
See what the April 2027 pension change could mean for your family
See the effect of the April 2027 pension change on your estate and the planning questions worth resolving now.