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What the pension and Inheritance Tax rule changes could mean for you

Join us on Thursday 17 September

After 6 April 2027, the unused section of most pensions will become liable to Inheritance Tax (IHT) when the pension holder dies. As part of our ongoing commitment to demystify the complex world of finance, we’ll be explaining what these changes might mean for you and the actions you may want to consider.

In a break from our normal format, we’ll be challenging our Chief Investment Officer, Austin Broad, to answer each viewer question, taken from previous webinars, in less than two minutes.

Refer a friend

If you know a family member, friend or colleague who would benefit from our next webinar, we invite you to share it with them. If they go on to have a meeting with one of our advisers, you'll both receive a £100 John Lewis voucher. 

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