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St James's Place warns pension tax changes raise inheritance tax exposure for business owners

By Public Technologies
  • St James's Place warned business owners to review succession plans as most unused pensions enter inheritance-tax estates from April 6, 2027.
  • Business sales can expose proceeds to inheritance tax, compounding liabilities from pension changes, divisional director Tony Mudd said.
  • From April 6, 2026, qualifying agricultural and business property receives 100% relief on the first £2.5 million, generally 50% above that.
  • HMRC expects 10,500 additional estates to owe inheritance tax in 2027/28, with nearly 40,000 facing higher bills.
  • Commercial property held in pensions could create cash shortfalls if inheritance tax falls due before assets can be sold.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. St James's Place Group plc published the original content used to generate this news brief on October 21, 2026, and is solely responsible for the information contained therein.

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