Two thirds (67%) of people say they are unaware that it is only months until most unused pensions are included in an individual’s estate for IHT purposes, despite understanding that the new rules will apply to them.

Some 1,390 estates paid inheritance tax (IHT) on gifts in the 2023/4 tax year based on the latest available data from HMRC, a 6% rise year-on-year.

A third (34%) of affluent retirees say they expect to pass on more of their wealth than they would prefer when they die, according to a new study.

Conservative leader Kemi Badenoch MP has pledged to remove family homes from the scope of Inheritance Tax if her party is returned to power, she told the Conservative Party Conference today.

Inheritance tax receipts dipped to a three-year low in August in what Revenue and Customs attributed to a ‘timing effect.’

Estates and wealthy individuals may have underpaid inheritance tax (IHT) by as much as £392m in the last tax year, according to a new report.

One in five retired people expect their estates to be hit with a IHT bill once the new rules are in place from next April, according to a new study of the market.

Families saved £1.28bn in IHT last year by leaving gifts to charities in their wills as more people used charitable legacies to reduce the tax burden on their estates.

Inheritance Tax (IHT) receipts in July totalled £868m, up £26m compared to the £844m recorded in July 2025, according to figures released by HMRC today.

Estates worth more than £10m have driven the vast majority of the latest rise in inheritance tax liabilities, according to new analysis.

There has been huge coverage of IHT and the fact that unused pensions will be subject to inheritance tax from April next year - unless our new Chancellor steps in and waters down or axes this deeply unpopular new burden, as he should.

Families in London and the South East of England paid 46% of all UK inheritance tax bills in the last year - up from 44% the previous year, according to analysis of HMRC data.

The average tax bill for an IHT-paying estate climbed 9% year-on-year to £231,000, according to the latest HMRC stats.

Three-quarters, 74%, of savers are unaware that their pension pots will become subject to inheritance tax in 2027, according to a new snap survey from workplace pension provider Penfold.

Inheritance tax receipts reached £2.3bn between April and June, up £96m on the same period last year, according to new figures issued by HMRC today.

HMRC has identified £156m worth of gifts in the last year that may still be liable for inheritance tax as the donor continued to benefit from the asset after making the gift, according to analysis by TWM Solicitors.

STEP, the professional body for trust and estate practitioners, has warned the government that its plans to bring unused pension funds within the IHT net from next April will cause “unworkable complexity” and could have adverse consequences for bereaved families.

Inheritance Tax receipts for May were £1.4 billion, £37m lower than the same period last year although the long term trend remains upwards, experts say.

Transact has unveiled the new Flexible Reversionary Trust (FRT) which it says will help advisers prepare for the April 2027 IHT changes when unused pension funds will be subject to IHT.

Manchester-based Financial Planner Depledge Strategic Wealth Management has seen a six-fold increase in enquiries from legal firms in the first four months of 2026 compared to previous years, it has reported.