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The New Era of Estate Planning: Pensions and Inheritance Tax from 2027

September 10, 2026 Wealth Genius Events Team

Ash Kapasi

Dip PFS STEP Affiliate | Tax & Trust Specialist

Topics:

  • Pension legislation changes
  • IHT on Pensions, which means more trusts to be used
  • Why are we seeing a rise in the use of Onshore Bonds?
  • Other investment strategies becoming less efficient
  • Angles for Offshore Bonds narrowing
  • Onshore bonds

Duration: 45 minutes

Dinesh Bharwani | Principal Consultant

FPFS • Certs CII (MP) • MBA • Chartered MCSI • CeMAP • STEP Affiliate

Topics:

  • NHS McCloud Phase 2 – Buy Back Options (Contingent Decision)

Duration: 45 minutes

Join us for an informative session followed by an interactive Q&A. A two-course lunch and refreshments will be provided.

Event Details:

We warmly invite you to join us for an informative afternoon exploring the upcoming 2027 pension legislation changes and their impact on inheritance tax planning, trusts, investment strategies and NHS pensions. Designed specifically for solicitors and accountants, this event will provide technical insights and practical discussions to help you support clients through the evolving financial planning landscape.

Wealth Genius Ltd is authorised and regulated by the Financial Conduct Authority.

Wealth Genius Limited is entered on the FCA register under reference number 1025194.

Limited Availability: Places are limited. Please register early to secure your place.

* This event is provided for educational and informational purposes only and does not constitute financial advice. Individual circumstances vary and may change over time.
* The value of investments can fall as well as rise. You might get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

Click to Register


We look forward to welcoming you to what promises to be an enlightening evening.