The 2027 Pension Rule Changes | What They Mean for Your Will and Estate Plan
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Anna O'Mara
- 15 Sep 2026
- Law Blog
- Wills, Trusts & Probate
For many years, defined contribution pensions occupied a unique position in UK estate planning. Beyond providing income in retirement, pensions served as an exceptionally tax-efficient mechanism for passing wealth to the next generation. Historically, unspent pension funds generally sat outside an individual's estate for Inheritance Tax (IHT) purposes, meaning standard estate strategy often focused on preserving pension capital wherever possible while using other taxable assets during lifetime. However, following tax changes set to take effect from 6th April 2027, unused pension funds and death benefits will be brought into the scope of Inheritance Tax.
Read moreFurther Growth for Sills & Betteridge LLP's Sheffield Team
- 2 Sep 2026
- Firm News
- Wills, Trusts & Probate
- Commercial Property
This month, we announce the recent appointments of Natalie Sheldon and Natalie Howard to our Sheffield team.
Read morePartner of the Year Nomination for Anna O'Mara
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Anna O'Mara
- 18 Aug 2026
- Firm News
- Wills, Trusts & Probate
Wills, Trusts & Probate Partner Anna O'Mara has been announced as a Finalist in the Partner of the Year category of the Yorkshire Legal Awards.
Read moreEstate Planning Isn’t Just for Later Life!
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Josh Fenton-Hawkes
- 20 May 2026
- Law Blog
- Wills, Trusts & Probate
Estate planning used to be something people put off until “someday”. But with families becoming more complex, people living longer and finances changing more often, it makes sense to put the basics in place earlier and then keep them up to date.
Read moreWhy Choosing the Right Attorney Matters | Lessons from the £300k Tenerife Fraud Case
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Anna O'Mara
- 2 Apr 2026
- Law Blog
- Wills, Trusts & Probate
When we talk to clients about setting up a Lasting Power of Attorney (LPA), one of the most common questions we hear is “How do I know the person I choose will act in my best interests?” This case demonstrates that choosing an Attorney isn’t just a paperwork exercise - it is a safeguarding decision and needs to be taken seriously.
Read moreInheritance Tax Changes in 2026 | What They Mean for You
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Andrew Durkan
- 2 Apr 2026
- Law Blog
- Wills, Trusts & Probate
Significant updates to the UK Inheritance Tax (IHT) regime will take effect from 6 April 2026 and for many individuals, families and business owners, these reforms will make careful planning more important than ever.
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Anna O'Mara
Josh Fenton-Hawkes
Andrew Durkan