Inheritance Tax on pensions from April 2027 - What financial planners need to know
Автор: Legal & General
Загружено: 2025-11-24
Просмотров: 1607
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Inheritance Tax & Pensions: What You Need to Know | Expert Webinar Highlights
On 24 September, over 1,200 professionals joined a live webinar hosted by Professional Adviser to unpack one of the biggest upcoming changes in financial planning: the government's decision to bring un-used pension pots into the scope of Inheritance Tax (IHT) from 6 April 2027.
This seismic shift will have major implications for advisers and their clients. In this session, leading experts including L&G's Cecilia Furner, alongside Kirsty Anderson (Quilter), Toyin Oyeneyin (Octopus Investments), Billy Brown (TIME Investments), and Professional Adviser's Editor, Jen Frost, shared insights on:
🔹 Why the IHT change is a game-changer for retirement planning
🔹 How it interacts with other IHT policies and relief cuts
🔹 What advisers can do now to help clients prepare
🔹 The impact this will have on retirement products including Annuities
🔹 Trusts and tools to tailor strategies to client needs
🔹 What the exclusion of death-in-service benefits means
🔹 How the policy might evolve before April 2027
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