Written Question·Treasury·UIN 39052
Inheritance Tax
Tabled: 18 March 2025
Answered: 26 March 2025
Question
Sarah Olney
Liberal Democrat — Richmond Park
To ask the Chancellor of the Exchequer, what her Department's timetable is for (a) implementing and (b) publishing further information on its policy to bring unused pension funds and death benefits under an individual’s estate for inheritance tax purposes
Answer
James MurrayMost unused pension funds and death benefits will be included within the value of a person’s estate for inheritance tax purposes from 6 April 2027. A technical consultation was published at Autumn Budget 2024 on the proposal for pension scheme administrat...
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