Navigating Inheritance Tax Planning
The inclusion of pension wealth in Inheritance Tax (IHT) from April 2027 is set to reshape the financial planning landscape. As clients seek guidance on the implications for their financial plans, advisers have an opportunity to demonstrate their value, strengthen long-term relationships and help clients deliver a ‘tidy legacy'.
Explore our insights, articles and expert perspectives to help you navigate the evolving landscape and support clients with confidence.
Practical steps to get ahead of IHT and pension changes
Prepare for the 2027 pension inheritance tax changes and their impact on wealth transfer and estate planning.
How the future IHT changes can reshape the value of advice
How advisers can help clients leave a tidy legacy, demonstrating their value as pension IHT changes reshape intergenerational planning.
Futureproofing your bereavement proposition
Prepare for the 2027 pension inheritance tax changes and their impact on bereavement propositions, estate administration and adviser support.
Inheritance tax planning – what does the future hold?
Recorded in May 2025, this vodcast explores the proposed 2027 inheritance tax changes and their implications for advisers and clients.