A year of tax change: what can we expect in 2027

The last 18 months have brought major tax changes to UK private wealth planning. Leonora Stevens and Mike Hodges sit down with Lucy Woodward to explore what reforms to inheritance tax (IHT) reliefs, the end of the non-dom regime and upcoming pension changes mean for individuals, families and trustees.

From lifetime gifting, trusts and business succession to the new residence-based regime and pension planning, we discuss the practical decisions clients are facing and why effective planning is about more than simply minimising tax.

We also look ahead to the 28 October 2026 Budget and 6 April 2027 pension changes, highlighting the reviews worth considering now.

For more on the Autumn Budget, visit our content hub.