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.