Video: Adviser Insights - Changes to Pension Rules

Video: Adviser Insights - Changes to Pension Rules

Castlefield adviser Thomas McCoy explains some of the upcoming changes to pension rules in this short Adviser Insights video. 

The changes, which are set to be introduced from April 2027, will mean that unused pension funds will be included as part of your estate for inheritance tax purposes. In the video, Thomas introduces three things you may need to consider.

Click the image below to watch the video

This video is intended for information purposes only and it does not constitute a personal recommendation or inducement to invest. The contents of this video are not intended to be construed as legal, accounting, tax or investment advice. With any investment your capital is at risk. You should seek independent financial advice if you are unsure whether an investment product is suitable for your personal financial circumstances and appetite for risk. Unless otherwise stated this information is accurate as at 29/04/2026.