25 quick answers to the questions families are asking.

What changes in April 2027? Does your Will decide who receives your Pension? Should you change how you draw Retirement income?

Our free Master FAQ brings together 25 short answers to common questions about Pensions, Inheritance Tax and preparing your family.

Use it as an introduction, a reminder after reading another guide or a starting point for a conversation with your Financial Planner. It helps you identify which topics need a closer look without working through a lengthy technical document.

Inside the guide, you’ll find:

• The April 2027 change and why an IHT bill is not automatic.
• Age 75, nominations and beneficiary drawdown.
• The £2 million threshold, pension withdrawals and gifting.
• Trust nominations, Pension organisation and executor preparation.

Download the Master FAQ to find your next useful question.

General information only, not personalised Financial, Tax or Legal Advice. Tax treatment depends on individual circumstances and may change.