Written Question·Treasury·UIN 121253

Pensions: Inheritance Tax

Tabled: 16 March 2026
Answered: 24 March 2026

Question

Bradley Thomas

ConservativeBromsgrove

To ask the Chancellor of the Exchequer, what assessment her Department has made of the potential impact of the proposal for unused pension funds and death benefits to be subject to Inheritance Tax on beneficiaries; and if she will make it her policy to ca

Answer

Dan Tomlinson
Most unused pension funds and death benefits payable from a pension will form part of a person’s estate for inheritance tax purposes from 6 April 2027. This removes distortions resulting from changes that have been made to pensions tax policy over the las...

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