Pensions in a pod: From IHT to surpluses - are you ready for tax changes?
February 27, 2026
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.