Helping your people navigate 2027’s pension and inheritance tax changes

Pensions have long been viewed as a tax-efficient way to pass on wealth to loved ones. However, as of April 2027, your people’s pensions could form a part of their taxable estate, meaning your people may need to rethink how their retirement and estate planning fit together.

For employers, this creates an important opportunity to support people through a complex and potentially sensitive area of financial decision-making. Employees may need help understanding what is changing, how different pension arrangements could be affected, and what practical steps they should consider to protect themselves and their loved ones.

This webinar explores the facts behind the pensions and inheritance tax changes, the possible financial and administrative implications, and why workplace support can play an important role in helping employees make more informed decisions with greater confidence.

On this webinar, we explore:

• What’s changing around pensions and inheritance tax in the UK
• The impact the changes may have on your pension, your people and their families
• The commercial benefits of supporting your people through the pension changes.
• Planning considerations that may help people prepare with greater confidence

When
Thursday 24th September, 10:00am – 10:45am (BST)

This webinar is perfect for:

• HR and People leaders responsible for employee wellbeing and financial education
• Reward and benefits professionals looking to improve workplace financial support
• Pension scheme stakeholders seeking to understand the practical implications for employees
• Business leaders who want to reduce uncertainty and improve employee confidence and retirement outcomes