Inheritance Tax

Professional Adviser’s Inheritance Tax Hub is your home for the latest news, analysis, and opinion on navigating inheritance tax (IHT) and pensions changes set out in the October 2024 Autumn Budget.

From 6 April 2027, inherited pension pots will be subject to IHT.

This is where you can find all the updates on what to expect and how to prepare, as well as expert insight and analysis on what IHT changes mean for you and your clients.

Top stories
Expect 'painful teething challenges' on IHT overpayments, advisers warn
Tax planning

Expect 'painful teething challenges' on IHT overpayments, advisers warn

Laura Purkess
clock 02 April 2026 • 2 min read
Treasury rejects Lords' IHT on pensions recommendations
Tax planning

Treasury rejects Lords' IHT on pensions recommendations

Isabel Baxter
Isabel Baxter
clock 31 March 2026 • 3 min read
Watch on-demand: IHT on pensions – Advisers' questions answered
Tax planning

Watch on-demand: IHT on pensions – Advisers' questions answered

Professional Adviser
Professional Adviser
clock 16 March 2026 • 1 min read
No u-turn on pension IHT overhaul as Finance Bill set to become law
Tax planning

No u-turn on pension IHT overhaul as Finance Bill set to become law

Laura Miller
Laura Miller
clock 18 March 2026 • 3 min read
Inheritance tax on pensions
Business relief: Advisers' IHT on pensions questions answered
Tax planning

Business relief: Advisers' IHT on pensions questions answered

AIM shares, gifting and the upcoming Autumn Budget

clock 06 November 2025 • 6 min read
Trusts: Advisers' IHT on pensions questions answered
Tax planning

Trusts: Advisers' IHT on pensions questions answered

Discretionary trusts, bypass trusts and more

clock 10 November 2025 • 5 min read
Annuities: Advisers' IHT on pensions questions answered
Tax planning

Annuities: Advisers' IHT on pensions questions answered

IHT treatment, death benefits, and ‘tax on tax’

clock 10 November 2025 • 7 min read
The 'stark' impact of tax and pensions changes on special needs families
Tax planning

The 'stark' impact of tax and pensions changes on special needs families

Among hardest hit by ‘poorly consulted’ reforms

clock 27 October 2025 • 8 min read
How charitable giving could help mitigate the IHT on pensions impact
Tax Planning

How charitable giving could help mitigate the IHT on pensions impact

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting

clock 27 October 2025 • 3 min read
IHT on pensions: Networks pledge not to shy away from tax-efficient solutions
Networks/Clubs

IHT on pensions: Networks pledge not to shy away from tax-efficient solutions

Have ‘traditionally been cautious’ on specialist products

clock 20 October 2025 • 5 min read
Opinion and expert insight
Latest inheritance tax news and updates
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