Claire Moffat
Pensions and tax expert from Royal London who explains upcoming changes to pensions and inheritance tax and how they will affect beneficiaries and estates.
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Jan 31, 2026 • 25min
Making Tax Digital and Savings Rates
Claire Moffat, pensions and tax expert at Royal London, explains how unspent pensions could be brought into inheritance tax and what that means for beneficiaries. Jonathan Athow, senior HMRC official, lays out Making Tax Digital, who must move to quarterly software reporting and how HMRC plans support. They also cover savings rate shifts, scams around energy support, and practical concerns about the rollout.
