Estate planning

Advisers gear up for pensions addition from April 2027

IHT on pensions comes into effect in April 2027

Law firm warns of complexity and risk for families and executors

Speaking on a PA360 IHT-focused panel session

'Advisers should take a broader view of the family balance sheet'

'The need for advice is clear'

'Many recognise that existing planning frameworks are no longer sufficient'

Fears HMRC delays could lead to months-long waits

To help advisers deal with the £7trn great wealth transfer

CEO resigns and pensions minister says taxpayers will not foot bill