The family home
Property is already central to many estate plans and may use a significant share of the available allowances.
FOR READERS OF ABODE2 OCULUS WEALTH MANAGEMENT (WESTMINSTER) LTD
Your property may tell only part of your inheritance story.
From April 2027, most unused pension funds are expected to form part of an estate for Inheritance Tax.
Some could pay as much as 67% tax. For families with valuable homes and property interests, that can make a joined-up view more important.
Learn how to mitigate these changes.
Educational information, not personal advice. Tax rules can change and individual circumstances vary. FCA Number: 1002893
An introduction for Abode2 readers
A change worth viewing across your whole estate.
Wider property
Second homes, rental property and overseas interests can add complexity to valuations, ownership and succession.
Unused pensions
From 6 April 2027, most unused pension funds and death benefits are expected to enter the estate for IHT.
One joined-up plan
Your will, property ownership, pension nominations and family intentions should be considered together.
See what may change, gather the right information and prepare better questions for your advisers.
Explore the property and pension guide