How are PETs taxed when value falls?
23rd January 2026
Posted in Articles by Andrew Marr
A potentially exempt transfer (PET) is a gift that will ‘potentially’ be outside a donor’s estate for inheritance tax (IHT) purposes….
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Do knee-jerk lump sum pension withdrawals make sense?
10th October 2025
Posted in Articles, IHT by Forbes Dawson
Once again we are in the season of ‘Budget madness’. This season will run all the way until 26 November 2025…
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The new allure of EIS for members of pension schemes
29th November 2024
Posted in Articles by Forbes Dawson
It is now almost old news that from 6 April 2027, pension schemes will be subject to inheritance tax (IHT). After…
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The great pension 70.5% tax raid of 2024
1st November 2024
Posted in Articles by Andrew Marr
When Rachel Reeves casually announced on Wednesday that pensions would be subject to 40% inheritance tax (‘IHT’), I was unsurprised. Currently,…
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