Inheritance Tax and Estate Planning Webinar

Understand how upcoming changes could affect your estate planning

Join our free webinar to help you prepare for April 2027

Date: Monday 28 September
Time: 11:00 – 12:00
Location: via Microsoft Teams

Inheritance Tax planning is changing. From April 2027, most unused pension funds and death benefits are expected to form part of your estate for Inheritance Tax, which could bring more families into scope and increase the tax their beneficiaries may face.

Join Charted Financial Planner Paresh Valji for our free online IHT webinar, where we’ll explore:

What is changing from April 2027, and who it could affect.
How IHT is calculated, including key allowances.
Why unused pensions may now need reviewing.
How Wills and LPAs can help protect your family.
Planning options that may help reduce IHT.
An illustrative case study showing planning in practice.

There will also be time for questions at the end.

If you are unsure whether your estate could be affected by IHT, or how the upcoming pension changes may alter your plans, this webinar would be a perfect way to find out.

Register for the webinar here

Important information: This webinar is for information only and does not constitute financial advice. Tax and estate planning are not regulated activities and are therefore not covered by the Financial Conduct Authority regulatory framework. Any decision to invest should be made in the context of your individual circumstances and financial objectives. The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.