Money Vault - New Pension & IHT rules explained
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Money Vault - New Pension & IHT rules explained
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Welcome to the Money Vault, the midweek show where Damien and Andy revisit some classic, evergreen episodes from the Money to the Masses archives.
In this episode of The Money Vault, we revisit Episode 509 from June 2025 where we discussed the changes to how defined contribution pensions are treated for inheritance tax.
Now that the Finance Act 2026 has confirmed the rules, I explore practical financial planning strategies to consider ahead of the 2027 implementation date, including why you should consider speaking to an independent financial adviser.
Check out this week's podcast article on the Money to the Masses website to see the full list of resources from this week's show.
Resources:
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