Pensions in a pod: From IHT to surpluses - are you ready for tax changes?

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Pensions in a pod: From IHT to surpluses - are you ready for tax changes?

February 27, 2026

United Kingdom
United Kingdom
United Kingdom
We're pleased to share the latest episode of Pensions in a Pod.

In this episode, Jeremy Goodwin speaks with James Ellis and Charlotte Cartwright about the practical implications of two significant upcoming tax changes - the introduction of inheritance tax on certain pension benefits and the new ability to pay lump sums to members from DB surpluses.

In this podcast they discuss: 

  • The current position and the areas where further clarification is needed
  • What trustees and employers should be doing now to prepare
  • How the new surplus rules could expand the strategic options available to DB schemes

Listen to out podcast below. 

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Pensions unscripted: Pensions in a pod (UK)

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jeremygoodwin@eversheds-sutherland.com

Jeremy Goodwin

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United Kingdom

charlottecartwright@eversheds-sutherland.com

Charlotte Cartwright

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United Kingdom

jamesellis@eversheds-sutherland.com

James Ellis

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United Kingdom

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