Neil Evans
Senior Technical Manager
Neil is a Senior Technical Manager at Standard Life and has 14 years’ experience in the pensions industry. His primary responsibility is to support Standard Life’s distribution channels with technical and regulatory support with expert consultancy and thought leadership.
Prior to joining Standard Life Neil worked for ReAssure in several roles including customer complaints and regulatory analysis. He holds a Diploma in Financial Planning and strives for excellent customer outcomes.
Articles by Neil Evans
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Pensions and Inheritance Tax are about to change dramatically: preparing for April 2027
The decision to bring pensions into estates for inheritance tax (IHT) purposes is one of the most consequential changes to pension taxation advisers have had to navigate in over ten years.
Neil EvansApril 23, 2026
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Tax year end planning 2026
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April.
Neil EvansFebruary 13, 2026
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From exempt to exposed: April 2027 pension and IHT changes – Your questions answered
We answer your most frequently asked questions on the proposals to bring pensions in scope of inheritance tax.
Neil EvansNovember 18, 2025
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Pensions: a solid choice for your clients’ retirement savings
From 6 April 2027, most unused pension funds & death benefits will be subject to Inheritance Tax. Discover how advisers can help clients adapt to these changes.
Neil EvansSeptember 25, 2025
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Pensions and IHT
For years, pensions have offered a valuable shield from inheritance tax for some, featuring heavily in some estate strategies. But from April 2027, that landscape is set to shift dramatically.
Neil EvansJuly 25, 2025
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What the upcoming inheritance tax changes mean for your clients’ retirement and legacy planning
Major reforms are coming to how pensions are treated for IHT. We break down who’s most at risk & what actions you can take now to protect your clients’ wealth.
Neil EvansJune 26, 2025
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Maximising lifetime tax-free lump sums
Clearing up scheme specific tax-free cash and transitional tax-free amount certificates confusion.
Neil EvansApril 29, 2025
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Tax year end planning
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April and some that may be lost if your client doesn’t act before then.
Neil EvansFebruary 21, 2025
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Removal of the Lifetime Allowance: your top three questions answered
We answer the top three questions we've been asked by you on the removal of the lifetime allowance.
Neil EvansSeptember 09, 2024
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Removal of the LTA: what this means for your clients on death
The removal of the lifetime allowance sees a change to how pension death benefits are considered against the new lump sum and death benefit allowance.
Neil EvansMay 24, 2024
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Removal of the LTA
In a significant change to the pension landscape, the lifetime allowance (LTA) has been removed from 6 April 2024.
Neil EvansApril 23, 2024
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Tax year end planning
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April and some that may be lost if your client doesn’t act before then.
Neil EvansMarch 06, 2024
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Key points and Lifetime Allowance changes for pension planning at 75
We look at the need and benefit of pension planning for your clients in the run up to and reaching age 75.
Neil EvansJanuary 26, 2024
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