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Your UK Pension and the 2027 Inheritance Tax Change

A plain-English guide for UK nationals in Portugal on how the April 2027 rules bring unused pension funds within UK inheritance tax, and what that means for an estate.

What is inside

  • Why a UK pension is a UK-situated asset wherever you live
  • What changes on 6 April 2027
  • How the allowances and the 40 percent charge work
  • The questions a regulated specialist can help you answer

Pharos Introductions is an introducer and does not provide advice. This guide is information only. Read our disclaimer.

Get Your UK Pension and the 2027 Inheritance Tax Change. Information only, not advice.