Understand how pension death benefits may be treated for inheritance tax from April 2027 and why beneficiary nominations, wills and estate planning should be reviewed.
From April 2027, most unused pension funds and death benefits are expected to be included in estates for inheritance tax. Learn what may need reviewing.
From April 2027, unused pensions may form part of your estate for inheritance tax. Learn what the change could mean for retirement and estate planning.
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Review pension and investment charges with EWS. Understand fund costs, platform fees, adviser charges and long-term portfolio value.
Review pension and investment charges with EWS. Understand fund costs, platform fees, adviser charges and long-term portfolio value.
Tax year planning for 2026/27. ISAs, pensions, CGT allowances and investment planning from EWS Financial Advisers in Edinburgh and Glasgow.
Understand active vs passive investing, costs, diversification and long-term portfolio planning from EWS Financial Advisers in Edinburgh and Glasgow.