Book a Pension and Estate Review

From 6 April 2027, unused pension funds will form part of your estate for inheritance tax purposes. For many families, that changes everything about how a pension should be managed, drawn down, and passed on.

A Pension and Estate Review with Skybound Wealth Management gives you a clear picture of your exposure and the planning options still available before the rules land. This is not a generic financial review. It is a structured assessment of how the 2027 changes interact with your pension, your estate, and your family.

Who This Is For

This review is for you if:

• You have a significant undrawn pension, particularly a SIPP or consolidated pot built up over a long career
• You are over 75 with pension funds you have deliberately preserved
• You did your estate planning more than two or three years ago and haven't revisited it since
• You have been spending other assets first and leaving your pension untouched as an inheritance tax strategy
• Your wills, nominations, or expressions of wishes were written when pensions sat outside the estate

If you are unsure how the April 2027 changes affect your position, that is exactly when to book.