Thursday 9 July 2026 | 12:30pm – 1:30pm | Zoom
Pensions & IHT in 2027: what the new rules mean for protecting your legacy
Join our upcoming webinar co-hosted with Perspective Financial Group Ltd, where we’ll explore the upcoming changes to pensions and inheritance tax and what that could mean for long-term financial planning.
In this session, we’ll cover:
- Planning for the April 2027 tax changes
- How to build effectively for retirement
- Strategies for spending your pension
- Using pensions as part of your legacy planning.
This session will provide practical insights to help you navigate this evolving landscape and ensure you’re making the most of available opportunities.