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29th July 2026

Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net.  Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
 
March saw the Finance Act get Royal Assent so we now have an almost final understanding of the scope of the changes and associated tax issues. Regulations have been issued telling us what the practical mechanics of the new regime will be.
 
Les Cameron (Head of Technical, M&G).
 
Les takes a look at where we are and what’s outstanding.   Who’s going to have a liability? What will it be? And how can we get it paid?
 
In addition, he will look at some cases studies on potential actions to reduce those liabilities.
 
Up to 90 minutes, including approximately 30 minutes Q&A I Structured CPD accredited by the CII
 

Pensions, Tax, Trust & ISA

Registration

Free Registration and CPD

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