5 March 2026
Pensions, estate planning & the 2027 inheritance tax changes
By Peter Robbins
Henwood Court Masterclass Series
Our Masterclass Series is designed to make complex financial topics easier to understand. Whether you join us in person or online, our sessions provide clear, practical guidance without the jargon, helping you feel more confident about the decisions that matter most to you and your family.
Led by our experienced Financial Planners, each masterclass explores important financial planning topics through real-life examples, practical insights and live Q&A sessions, giving you the opportunity to deepen your understanding in a relaxed and informative environment.
Pensions, estate planning & the 2027 inheritance tax changes
Held in person and online
Our inaugural masterclass explored one of the most significant proposed changes to pension and estate planning in a generation. From April 2027, pensions are expected to form part of an individual’s estate for Inheritance Tax purposes, a change that could have a considerable impact on both retirement planning and the legacy people leave behind.
During the session, Nick Platt, Helen Allen and Peter Robbins discussed what the proposed changes could mean, covering topics including:
- How pensions are expected to be treated for Inheritance Tax from April 2027
- The potential impact on estate and legacy planning
- Tax-free cash and pension withdrawal considerations
- When it may be appropriate to draw from pensions or preserve funds
- Gifting strategies and other planning opportunities
Using practical examples and a live Q&A, the session helped attendees better understand the potential implications and highlighted the importance of planning ahead.
