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Inheritance tax pension rule could make six times more over 55s liable – how investing in onshore bonds can help

  • bytady
  • June 23, 2025
  • 4 minute read
Inheritance tax pension rule could make six times more over 55s liable – how investing in onshore bonds can help
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Inheritance tax rule changes that mean pensions will be included in calculations from 2027 could leave the loved ones of as many as six times more over 55s liable to pay, according to new analysis.

Wealth manager Quilter reviewed the portfolios of its thousands of clients since it was announced in the Autumn Budget 2024 that pensions will be brought into scope of inheritance tax (IHT) in two years’ time.

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