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UK Inheritance Tax on Pensions Explained for Expats | Living Overseas

Sep 11, 2025 | Podcasts

How is UK inheritance tax applied to your pension if you live overseas? 🇬🇧✈️

For many UK expats, pensions are a cornerstone of retirement planning — but what happens when inheritance tax (IHT) rules come into play?

In this video, Jake Barber (Principal/Independent Financial Adviser with the SJB team) explains:
✔️ How UK inheritance tax applies to pensions when you live abroad
✔️ Key differences for expats compared to UK residents
✔️ Common misconceptions and costly mistakes
✔️ Practical steps to protect your pension and your family’s future

Whether you’re planning your move abroad or already living overseas, understanding IHT on pensions is essential for smart estate planning.

For more support from SJB, head to:
UK Pensions Guide download – https://sjb-global.com/free-guides/
UK Pensions Quiz – https://sjb-global-uk-pension-transfe…

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This communication is for informational purposes only based on our understanding of current legislation and practices which are subject to change and are not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

 

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