Consultation, Draft Legislation and Speculation

From April 2027, pension death benefits may be subject to inheritance tax, and from April 2026, trusts holding agricultural or business property will face new relief limits. These changes could reshape estate planning strategies and adviser responsibilities. In this session, we’ll break down the proposed legislation, clarify what’s in scope, and explore how advisers can support clients through the transition. We’ll also look at practical examples, including how IHT deductions from pension income work, and how bonds may offer a strategic opportunity for mitigation. Whether you're advising on pensions, trusts, or estate planning, this webinar will equip you with the knowledge and tools to navigate the reforms confidently.