Enterprise series: Future-proof your estate plan ahead of pension IHT changes

Since 2015, pension funds have often provided an effective means of passing wealth to future generations outside of an individual’s estate for inheritance tax purposes.

However, from April 2027, significant changes are expected to bring many pension death benefits within the scope of inheritance tax. These changes could have a substantial impact on estate planning and may require individuals and families to reconsider their existing arrangements.

Join Moore Kingston Smith’s next Enterprise Series webinar, where our specialists will explore how the changes may affect you. This practical session will bring together tax and financial planning perspectives to help you understand current considerations and the steps you can take now to manage future liabilities.

Join our specialist tax and financial planning teams for a practical webinar looking at:

• The pension IHT changes coming in April 2027.
• Who is affected and why.
• The future of pension-based estate planning.
• Options for accessing pension wealth.
• Gifting, trusts, annuities and life assurance solutions.
• Practical planning opportunities for individuals and families.

If you have any questions for our panel, you’ll have the chance to raise them in our live Q&A or you can submit them in advance here.