[PERSON]
Mike Ambery
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Situations
UK inheritance tax reform and pension tax issues
15 clusters · 38 sources · last updated
Latest: UK retirees incur £87 million tax bill from lump‑sum pension withdrawals
HMRC’s guidance that, from 6 April 2027, most private and workplace pension savings and death benefits will be treated as part of an estate for inheritance‑tax (IHT) purposes remains in force. Record IHT receipts of £8.5