Videos

How to use our Pension Legacy Modelling Tool

Last Updated: 13 Nov 25 9 min watch

A brief overview of the new M&G Technical Teams Pension Legacy Modelling Tool that displays options for client genuine excess pension money.

Tech Matters

Calculators

Pension Legacy Modelling Tool

To allow financial advisers to calculate potential legacy that could be left to their loved ones following the changes to discretionary pension death benefits and their IHT exemption being removed from these in 2027.
Pensions

Inheritance Tax and Pensions

Explore the areas where pensions have inheritance tax implications with M&G. Pension schemes as settled property, IHT and annuities and more.

Last Updated: 6 Apr 25 20 min read
Government

Inheritance Tax on unused pension funds and death benefits

On October 30 2024 during the Autumn Budget it was announced by Chancellor Rachel Reeves that there would be a consultation into the IHT net. The consultation response was published on 21 July 2025 and this is an analysis of this and the draft legislation that has been published.

Last Updated: 29 Aug 25 5 min read

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How to use our Pension Legacy Modelling Tool

Tech Matters

Related

Pension Legacy Modelling Tool

Inheritance Tax and Pensions

Inheritance Tax on unused pension funds and death benefits

Ask an expert