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PODCAST / UK pensions and inheritance tax: Part 1 – what changes from April 2027

UK pensions and inheritance tax: Part 1 – what changes from April 2027

Inheritance Tax, Spain, Tax Planning
06.10.26 on Bay Radio
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The UK Budget is just a few weeks away, and speculation is growing over what tax reforms may be announced by the new Prime Minister and Chancellor. In this two-part series, James Stirling, Financial Adviser at Blevins Franks, cuts through the noise to focus on what we know so far and what it could mean for UK taxpayers and expatriates.

Radio Bay Station

New Bay Radio episode: a major change to how UK pensions are taxed on death will come into effect in just a few months’ time. In this episode, we explore what the reform means, who it affects, and the potential impact it could have on families, using practical examples to illustrate the changes.

  • What exactly does this reform entail, and why is it considered so significant?
  • Does it affect British expatriates as well as UK residents?
  • Is inheritance tax the only concern, or could there be additional tax implications for children who inherit UK pension funds?

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.
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Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.
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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.

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