Will Your Family Lose 40% of Their Inheritance in 2027?

The UK Government has announced major proposed changes to the way pensions are treated for inheritance tax (IHT) – and it could have a serious impact on your legacy and estate planning. 🧾💷

In this video, we break down:

What the proposed changes mean

The current IHT rules and allowances

How married couples and single individuals are affected

Key exemptions and reliefs you can use

Gifting rules, the 7-year rule, and Business Property Relief (BPR)

With nil-rate bands frozen until 2030 and property values still on the rise, more people are finding themselves caught by inheritance tax—often without realising it.

If you're wondering:

"Will my children pay tax on my pension?"

"Do I need to start giving gifts now?"

"Should I be worried about IHT?"
…then this video is for you.

👉 Important: This video is for informational purposes only and does not constitute personal advice. Always seek independent financial and legal advice tailored to your circumstances.

💬 Got questions? Drop them in the comments and let us know if you'd like a deeper dive in a follow-up video.

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Richard Platt is the founder, Director and an Independent financial adviser at Clarity Wealth Limited and has been a regulated adviser since 2009.

This video is for informational purposes only and aims to explain general investment strategies and financial concepts. It does not constitute financial, investment, tax, legal, or professional advice and should not be used as a basis for making decisions.
The information provided does not consider your individual circumstances, objectives, or financial situation. Investments carry risks, and the value of investments can go down as well as up. Past performance is not indicative of future results.
We strongly recommend seeking personalised advice from a qualified professional before making any financial or investment decisions.
Clarity Wealth Limited accepts no responsibility or liability for any actions taken based on this content
planning.