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The 2027 Brief

One email every Tuesday.
Five minutes. No jargon.

The one thing about the pension inheritance tax change you need to know that week — as the rules are finalised and the April 2027 deadline approaches.

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One key number

Each issue leads with a single figure that matters – a threshold, a deadline, a cost – so you always know what’s changed.

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Plain-English update

The latest development explained without jargon. What happened, and what it actually means for you and your family.

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One action to take

A single, specific thing you can do that week. No overwhelm – just the next useful step. Then we leave your inbox alone.

Who reads it

› People with a pension pot who want to stay on top of a complex topic – without becoming experts.
› Adult children trying to help their parents understand what’s coming.
› Financial advisers who appreciate a well-organised summary of the week’s news.
The 2027 Brief — this week
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This week’s number

The nil-rate band hasn’t risen since 2009 – and it’s frozen until 2030. As your pension joins your estate in 2027, more families cross it every year. Here’s what that means for yours, and the one thing to check this week…