On demand webinars and events July 2026

Preparing for 2027: Pensions, IHT and planning considerations

In this webinar, we're joined by Rachel Vahey, Head of Public Policy at AJ Bell, who explores the evolving role of pensions within IHT planning ahead of their inclusion from April 2027.

The session provides an overview of the latest developments, what has been confirmed and where uncertainty remains, alongside the practical implications for advisers and their clients - including how planning conversations may need to adapt and the options available for utilising tax‑free cash.

Learning objectives:

Explain the key changes to the inheritance tax (IHT) treatment of pensions from April 2027 and identify which pension benefits are within scope
Assess the potential inheritance tax and income tax implications for clients and beneficiaries under the new rules
Describe the practical process for administering pension death benefits and paying any inheritance tax due, including the roles of personal representatives and pension scheme administrators
Evaluate planning opportunities that may help clients mitigate inheritance tax exposure, including gifting strategies, pension withdrawals and intergenerational wealth planning