09/10/2026
Could the pension changes coming in 2027 leave more of your estate exposed to Inheritance Tax?
Join us for a FREE in-person seminar at The Royal Wells Hotel in Tunbridge Wells, where David Lea TEP, Head of Private Client at Berry & Lamberts Solicitors, and Rob Mansfield, Independent Financial Adviser at Rootes Wealth Management Limited, will explain what the proposed changes could mean for you, your family or your business.
From April 2027, unused pension funds are expected to form part of an individual’s estate for Inheritance Tax purposes - a significant change that could affect Wills, pension nominations and succession plans.
We’ll cut through the complexity and share practical points to consider, including:
• How the changes may affect your estate
• The relationship between pensions, Wills and Inheritance Tax
• Pension nominations and expressions of wish
• Lifetime gifting and income surplus exemptions
• Financial planning strategies to consider before April 2027
📅 Thursday 15 October
⏰ 5pm–7pm
📍 The Royal Wells Hotel, Tunbridge Wells
🎟️ Free to attend - but places are limited
👉 Reserve your free place now: https://www.eventbrite.com/e/pensions-inheritance-tax-estate-planning-how-the-changes-may-affect-you-tickets-2001373207138?aff=oddtdtcreator&keep_tld=true
Don’t leave it too late to understand how these changes could affect your plans.
Join us in person to explore how the latest pension and inheritance tax changes could impact your estate plans!