As we countdown to April 2027, one thing is clear: time is of the essence.

Are you clear on what the inclusion of pensions in the IHT landscape means for you, your business, and your clients?

Join the discussion as Cathi Harrison (Verve) and Kirsty Anderson (Quilter) dive into how the upcoming changes will take effect, the overall responsibilities of Personal Representatives, and other key considerations for financial advisers and their businesses.  

The assessment of pensions for IHT purposes starts in April 2027, and there is much to do! Cathi and Kirsty will ask – and answer – the burning questions:

• How do you begin to assess and segment the scale of the changes for clients?

• What are the options for clients who won’t benefit from a spousal exemption?

• Should you reassess if the wrappers you advise on are still fit for purpose?

• How do you measure the implications on your time spent and remuneration for services?

Together, let’s clarify now how advice firms can prepare for the upcoming changes, creating the time and space to plan, prep, and tick off the ‘to-do’ list before 2027 rolls around.  

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Learning objectives

By the end of the session, advisers will be able to:

• Describe the upcoming changes to Pensions and IHT  

• Explain how these changes will affect you and your clients

• Identify how you can prepare for these changes and demonstrate what action should be taken when

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