IHT & Pensions Series
Our expert led 3‑part series explains what’s changing, what still works and what to do next.
About the webinar series
Join us for a three‑part webinar series exploring the key changes, opportunities and planning strategies surrounding inheritance tax and pensions. With reforms approaching, it’s vital to understand which approaches remain effective and how to apply them in practice.
During the series, our experts will break down legislative changes, examine planning tools that continue to deliver value, and walk through real client scenarios, giving you the clarity and confidence to support your clients through upcoming reforms.
IHT & Pensions Series
IHT & Pension Series Session 1: What’s Changing
An overview of the key changes to IHT and tax, why they’re happening, and what advisers need to prepare for.
Date: 6 May 2026, 2pm
IHT & Pension Series Session 2: What Still Works
A practical look at the planning tools, allowances, and strategies that remain effective, with a focus on pensions and estate planning.
Date: 28 May 2026, 2pm
IHT & Pension Series Session 3: What to Do Next
A scenario‑based session demonstrating how advisers can apply the IHT changes to real client situations and uncover planning opportunities.
Date: 18 June 2026, 2pm
Phoenix Life Limited, trading as Standard Life, is registered in England and Wales (1016269) at 10 Brindleyplace, Birmingham, B1 2JB.
Phoenix Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.