In this practical session, John will cut through the complexity to address the real questions your clients are asking – and the ones you’ve been hesitant to explore. From the April 2027 IHT changes that will bring pensions into scope, to navigating annual allowance tapering and maximising tax-free withdrawals, we’ll cover what matters most to your practice.
This webinar will cover:
- IHT implications for pensions from April 2027 – what changes and how to plan
- SSAS and SIPP considerations under the new rules
- Tax-efficient withdrawal strategies in the current landscape
- Annual allowance complexities and carry-forward opportunities
- Practical scenarios affecting ordinary clients, not just the ultra-wealthy
Whether you’re seeking clarity on recent changes, want to understand the interaction between pensions and IHT, or need confidence-building knowledge for client conversations, this session will equip you with practical insights you can implement immediately.
