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Pensions and Inheritance Tax

Explainer videos for your clients, with your name on them

Video frame: extra inheritance tax could be up to £100,000, 40% of a £250,000 pension, with your logo and the risk warning beneath
Video frame: checking that the will and the pension nomination form tell the same story
Video frame: two couples compared, one married and one living together, each with a £300,000 pension
Video frame: the home allowance (residence nil-rate band) of £200,000, lost at £1 for every £2 over £2 million
Video frame: Arthur's estate goes from £1.9m to £2.3m with his pension, crossing the £2 million line from 6 April 2027
Video frame: where to begin, find what each pension is worth and talk to your adviser before taking anything out
Video frame: Finance Act 2026, Royal Assent 18 March 2026, sections 66 to 71 apply to deaths from 6 April 2027
Video frame: income tax is not charged on the £40,000 that paid the inheritance tax, only on the £60,000 left

Each video takes a question clients often ask and answers it in two or three minutes, using a worked example with real numbers. Click any video to read what it covers. If it suits your clients, get in touch and we'll make you a copy with your logo, colours and contact details. The risk warnings are already on screen, and every figure has a dated source, so it's ready for your compliance team to review.

Enquire about Pensions and Inheritance Tax

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