Pension Death Benefits 2027: What It Means for Financial Planning

Webinar Recording: Pension Death Benefits 2027: What It Means for Financial Planning

This webinar took place on Wed, 25 Feb 2026

Your Pension, Your Estate: Preparing for the 2027 Inheritance Tax Changes Pensions have traditionally been a tax-efficient way to pass on wealth, but that’s set to change.

From April 2027, unused pension funds may fall within the scope of Inheritance Tax, potentially increasing the tax burden on estates. This webinar is hosted by Langricks Chartered Accountants and presented by Becky Williams, Chartered Financial Planner from Pareto Financial Planning, who will walk through what the reforms mean in practice and how they could affect your retirement and estate planning.

The session will explore current pension rules, the proposed changes, common planning challenges, and the areas you may want to review with an adviser ahead of time. An informative session for anyone looking to protect and structure their wealth for the next generation.