by SJB Global | Oct 21, 2025 | Expat Financial Planning, Financial Planning, Justin Gauden, Pensions, UK
UK Chancellor Eyes Cut to Tax-Free Pension Lump Sums—What Expats Need to Know Reports suggest UK Chancellor Rachel Reeves is considering cutting back the tax-free element of pension lump sums in a bid to raise an additional £2bn annually. Currently, retirees can...
by SJB Global | Aug 12, 2025 | Estate Planning, Justin Gauden, Pensions, Tax
From April 6, 2027, UK law will include unused pension savings within the value of someone’s estate for Inheritance Tax (IHT) purposes. That means pensions – once seen as a tax‑efficient legacy tool – could now trigger an effective 67% tax hit for beneficiaries,...
