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If you are a UK retiree with ties to France, the upcoming UK tax changes could quietly consume a massive portion of your family’s wealth.
Historically, pensions have been shielded from UK Inheritance Tax (IHT). However, starting in April 2027, your pension will be pulled directly into your estate for IHT purposes. For
many expatriates and retirees, this creates an overnight tax emergency.
If you leave your capital unspent, it stays in your estate. If you increase your withdrawals, you face steep income tax penalties, potentially up to 45%. Combined with IHT, your
overall death tax charge could reach an astonishing 67% (40% IHT + 45% Income Tax).
Here is exactly how this looks in reality – and the strategic framework you can use to protect your legacy.
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