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Pensioners ‘running down larger pots’ to avoid inheritance tax as rule change loomsChanges to inheritance tax (IHT) rules for unused pension pots from April 2027 could trigger an ‘exodus of large defined contribution pension pots’, as retirees spend their savings rather than leave their loved ones with an IHT bill.
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Power up your pension before 5 April – easy ways to save before the tax year endWith the end of the tax year looming, pension savers currently have a window to review and maximise what’s going into their retirement funds – we look at how
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Act now to avoid inheritance tax on your pension with this one simple changeA quick and easy paperwork change could avoid your children paying inheritance tax on your pension if you act now. Here’s how.
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What are my retirement income options?We’re all told to save into a pension, but there’s widespread confusion about how to take an income from our savings and investments at retirement, a new study has found. We look at your retirement income options.
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Reeves ‘won’t target tax-free pension cash’ – but damage already done for some saversChancellor Rachel Reeves has reportedly ruled out a cut to the amount of pension money retirees can take tax-free. But after months of speculation, it will be too late for anyone who pulled out of their pension based on pre-Budget jitters, as wealth experts warn against irreversible decisions.
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Inside a Budget: ex-Treasury minister reveals the chess game behind your tax risesIn an exclusive interview with MoneyWeek former government insider David Gauke says chancellor Rachel Reeves will ‘need to show the richest are making a big contribution’ in the upcoming Autumn Budget
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Pensions IHT reform: major changes needed says former ministerExperts are calling on the government to make the system for applying inheritance to pensions ‘more effective, efficient and humane’
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Pension tax refunds: how to get your money back if you have been overchargedThousands of retirees recovered more than £48.5 million in overpaid tax from flexible pension withdrawals in the third quarter of 2025. Are you due a pension tax refund?
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DIY pension investors take tax-free cash amid switch to ISAsSelf-invested personal pension (SIPP) investors are rushing to withdraw their tax-free cash and turning to ISAs amid fears of a pension tax raid in the Autumn Budget
