从2027年4月开始,联合王国将把未用养老金罐纳入遗产税,影响遗产。 Starting April 2027, the UK will include unused pension pots in inheritance tax, affecting estates.

从2027年4月开始,联合王国将把未用养恤金箱和死亡抚恤金纳入继承税计算,扩大国际健康保险以涵盖这些资产,尽管离职抚恤金仍免予适用。 Starting April 2027, the UK will include unused pension pots and death benefits in inheritance tax calculations, expanding IHT to cover these assets, though death-in-service benefits remain exempt. 继2024年10月的预算之后,这一变化促使财务顾问在转移之前审查不动产计划。 This change, following the October 2024 budget, prompts financial advisers to review estate plans ahead of the shift. 同时,在即将到来的预算之前,客户对税务规划的兴趣日益浓厚,这反映了对潜在改革的关切。 Meanwhile, rising client interest in tax planning ahead of the upcoming Budget reflects concerns over potential reforms. 住区中心联敦促随之在退休收入、住房和咨询意见方面进行结构性变革,以确保公平和有效,同时警告说,独立的税务调整可能不足。 The IFS urges accompanying structural changes in retirement income, housing, and advice to ensure fairness and effectiveness, warning that standalone tax adjustments may fall short.