Inheritance Tax

Unused pensions come into the estate. What changes, and what to do before then.

1 episode · 42 min

1. Still

   Your pension was the thing you left behind

   6 October 2026 · Tax, Inheritance Tax · 42 min

   Unused pensions join the estate in April 2027. What changes, who it hits hardest, and the three decisions worth making before then.

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The seven-year rule, the annual exemptions and gifts out of income.

2 episodes · 71 min

1. Still

   Gifts out of income, done properly

   14 July 2026 · Inheritance Tax, Giving · 33 min

   The most under-used exemption in the inheritance tax code, and the records that make it hold.

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2. Still

   Giving while you can see it

   28 July 2026 · Inheritance Tax, Giving · 38 min

   Why more families are giving during their lifetimes, and how to do it generously without regretting it later.

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When to tell the children, how much, and how to make the plan theirs too.

1 episode · 39 min

1. Still

   Should the children know?

   8 September 2026 · Inheritance Tax · 39 min

   When to tell them, how much to tell them, and why silence is usually the more expensive choice.

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Coming soon

• How it works

  The nil-rate bands, the residence band and what counts as your estate.

• Wills and trusts

  What a will has to do, and when a trust earns its cost.