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 both their value and strengthen long-term relationships.
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
With just a year to go, we take a close look at the IHT changes which will pull unused DC...
How the changes to pensions and IHT can reshape the value of advice
With less than a year until unused DC pensions potentially become subject to inheritance tax, advisers face a fundamental shift...
Futureproofing your bereavement proposition
Much of the discussions around the inheritance tax (IHT) changes due from April 2027 have understandably focused on taxation, estate...
Inheritance tax planning – what does the future hold?
Scottish Widows experts Gareth Davies and Jon Hall explore the 2027 Inheritance Tax changes, adviser impact, and the role of...
