Work out which questions matter for your family.

The Pension and Inheritance Tax rules are changing in April 2027, but the effect will be different for every family. How do you work out whether the change is important for you?

Our free guide helps you build an initial picture by considering your estate, relevant Pensions, potential allowances and who may inherit.

Use the decision tree and checklist as conversation starters. They can help you identify what needs calculating and which arrangements are worth reviewing, even if no additional Inheritance Tax is likely.

Inside the guide, you’ll find:

• Adding relevant Pension Wealth to your wider Estate estimate.
• Considering the allowances that may actually be available.
• Recognising when the £2 million threshold deserves attention.
• Example families and a practical 2027 review checklist.

Download the guide to understand your starting point before deciding whether to change your plan.

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