Inheritance Tax & Pension Changes: What You Need to Know Before April 2027
Significant changes are coming to inheritance tax and pensions and for many people, they may have a bigger impact than expected.
From April 2027, many pensions are expected to be included in the value of your estate for inheritance tax purposes. Combined with frozen tax thresholds and rising property values, this could mean many more families face an inheritance tax bill for the first time.
With just over a year to go, now is the right time to take stock, understand the rules, and consider what action - if any - makes sense for you. Join us for this free seminar and start your planning journey.
Event details
Date: Tuesday 24th March
Time: 4.30pm - 5.30pm
Address: Stoke Lodge, Shirehampton Road, Stoke Bishop BS9 1BN
Please advise dietary requirements when booking.
what to expect
This relaxed, face-to-face event is designed to give you clarity and confidence around the upcoming changes. One of our expert, independent financial advisers will clearly explain:
What is changing around inheritance tax and pensions
Who is most likely to be affected
How current allowances and thresholds work
What options may be available before the rules change
What practical steps you can take over the next 12 months
There will be plenty of time for questions, and no prior knowledge is required.
Who is this event for?
This event is particularly relevant if:
You own your home
You have pensions, savings, or investments
You are concerned about inheritance tax or passing wealth to family
You want clear, jargon-free explanations and practical guidance
You don’t need to have everything organised. This session is about understanding your position and your options.
Why attend now?
Although the pension changes do not take effect until April 2027, the best planning is done well in advance. Acting early can provide more flexibility, more choice, and greater peace of mind.
Waiting until the changes are in force may limit your options.
What you’ll leave with
By the end of the session, you should:
Have a clearer understanding of how the changes may affect you
Know whether you’re likely to have an inheritance tax issue
Understand what information you may need to gather next
Feel more confident about what to do - and when
About Harold Stephens
At Harold Stephens, our independent financial advisers specialise in later life planning. We take the time to get to know you and your circumstances, offering clear advice in a relaxed, welcoming environment.
There is no pressure and no obligation, just straightforward guidance to help you make informed decisions.
Book your place
Places are limited and must be booked in advance. Email marketing@haroldstephens.co.uk or call 0117 3636 212 to secure your place.
If you’d prefer to speak to us before booking, we’d be happy to hear from you.