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What’s changing, who’s affected, and how to think about planning From 6 April 2027, most unused pension funds and...
Are Pensions Subject to Inheritance Tax from 2027?
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Pension Drawdown vs Annuity: Sequencing Income to Reduce IHT Risk
When unused pension funds count for IHT from 2027, the old rule of thumb—spend ISAs and taxable portfolios first,...
Gifts Out of Income: A Powerful IHT Exemption—If It’s Properly Documented
Among IHT tools, few are as effective—and misunderstood—as gifts out of surplus income. When income reliably...
Paying Inheritance Tax with Insurance: Whole-of-Life Policies in Trust
IHT is due six months after the end of the month of death. Estates with property, private investments, or now...
Business Relief and Trusts After 2026: What Still Works for IHT?
Business Relief (BR) remains a legitimate route to mitigate Inheritance Tax, allowing qualifying business...
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info@first-equitable.com
First Equitable
3rd Floor
14 Castle Street
Liverpool
L2 0NE
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