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UK Pension Tax-Free Withdrawals Jump 61% as Minister Declines to Rule Out Budget Changes

Speculation about cuts to tax‑free lump sums, alongside potential inheritance‑tax exposure, is driving withdrawals.

Overview

  • Interactive Investor reports a 61% year-on-year rise in tax‑free pension withdrawals in August 2025.
  • Treasury minister Torsten Bell declined to rule out pension measures in the 26 November Budget.
  • FCA data show more than £18bn withdrawn tax‑free in the year to March 2025, up from £11.25bn the previous year.
  • Speculation includes reducing the 25% tax‑free cash entitlement capped at £268,275, with some reports suggesting a limit near £100,000.
  • Advisers urge caution, citing irreversible decisions and tax and growth risks, as reports point to pensions entering inheritance tax from April 2027.