Worried about the new pension Inheritance Tax rules coming in 2027?

From April 2027, unused pension funds will be included in your estate for Inheritance Tax purposes - potentially adding £34,000 to some families' tax bills. If you previously thought your pension was safe from IHT, these changes could significantly impact your estate planning.

At Westwood Estate Planning, we help you navigate these new rules through comprehensive estate valuations and strategic planning, including lifetime gifting and trusts.

Don't let uncertainty rob you of peace of mind - book a free 15-minute chat to understand how these changes affect you and explore your options.

Explore the risk of 'sideways disinheritance' in this article by Gary Tonsley of Westwood Estate Planning.

Using a unique analogy with Elsa's castle, Gary illustrates how your home might unintentionally pass outside your family, leaving your children without their intended inheritance. Understand this crucial pitfall and discover why protecting your share of your home with a Will is vital.

Stay tuned for solutions in the next installment.

Discover how your Will can safeguard your share of your home, ensuring it passes to your loved ones or chosen causes, even if life takes unexpected turns.

This article from Gary Tonsley of Westwood Estate Planning highlights the importance of proper planning to protect your legacy and provide peace of mind for your family. Learn why a well-crafted Will is essential for securing your home's future.

Discover how your Will can protect your valuable assets, from your home to your vinyl collection, ensuring they go to your chosen loved ones in the right way. Gary Tonsley of Westwood Estate Planning explains the power of Trusts as "estate planning bodyguards" to safeguard your wishes and provide peace of mind. Learn why asset protection is crucial for your legacy.