Pensions and Gifting Before 2027 | Leeds News

Starting next year, inheritance tax will hit pension funds left over after death — a major shift prompting urgent estate planning. With the tax threshold frozen for years, more estates will be affected. But there’s hope: you can gift up to $3,000 annually tax-free, or use “surplus income” gifting — as long as you keep meticulous records. Don’t wait — these strategies could save your legacy before April 2027. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/62d45c6ea6a727b4