Member Update · 4 September 2026
A clear-eyed guide from our accountancy member to the pension, ISA and Inheritance Tax reforms reshaping later-life planning.
No.20 member Milsted Langdon has published a characteristically thorough guide to the tax changes reshaping retirement planning — from pensions joining the taxable estate for Inheritance Tax purposes from April 2027, to the Cash ISA allowance shrinking for savers under 65, and dividend and savings tax rising further still.
It is calm, practical reading for anyone whose later-life plans were built on rules that are now shifting, and exactly the sort of forward-looking guidance the firm is known for. The full guide is on the Milsted Langdon website.
Source: Milsted Langdon ↗
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