Written Question·Treasury·UIN 39361

Pensions: Inheritance Tax

Tabled: 18 March 2025

Answered: 25 March 2025

Named Day

Question

Mr Peter Bedford

To ask the Chancellor of the Exchequer, what assessment she has made of the potential impact of changes to Inheritance Tax at the Autumn Budget 2024 on costs to pension scheme administrators.

Answer

James Murray

Most 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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