Pensions & IHT – The 2027 Changes You Need to Know | 1 Hour CPD
Pensions & IHT – The 2027 Changes You Need to Know
Join us online as Lisa Macpherson-Fletcher from RSM takes us through the upcoming changes to pensions and inheritance tax from 6 April 2027.
We’ll look at what’s changing, how the new rules are expected to work in practice and what they could mean for clients.
The session will cover how inheritance tax will be calculated and paid, the interaction with income tax for individuals and trusts, and some of the key planning considerations ahead of April 2027.
There will also be plenty of time for questions at the end.
Event Details
- CPD: 8 October, 11:00 – 12:00
- Venue: Online via Microsoft Teams
Register now to secure your place.
Learning Objectives
By the end of the session, you will be able to:
- Understand the changes to the inheritance tax treatment of pensions from 6 April 2027.
- Understand the practical processes involved and how inheritance tax liabilities will be calculated and paid.
- Explain the income tax implications for individuals and trusts.
- Identify key planning considerations and potential opportunities for clients ahead of the changes.
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Edinburgh Institute of Insurance and Financial Planning, which is acting as the host institute for this event.
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