< Back to situations

[ORGANIZATION]

Standard Life

Featured in 1 tracked story · first seen

Situations

[ACTIVE] [BUSINESS] [POLITICS] [GB] [US]

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