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Planning with pensions in the IHT net - a case study
16 Apr 26 3 min read
April sees the 12 month countdown begin for a significant change in the IHT planning landscape - the introduction of most unused pension funds into peoples estates.
Join Les Cameron, Head of Technical at M&G, as he works through a real life case study on the effects of pensions being brought into the IHT net and, more importantly, what you may want to do about it.
You can find details of the case study below. While not wholly necessary, you may wish to familiarise yourself with the details to maximise benefit from the session.
Les Cameron (Head of Technical, M&G)
Neil Macleod (Senior Technical Manager, M&G)
60 minutes session followed by 30 minutes Q&A (approximately)
Structured CPD accredited by CII and CISI
Learning outcomes
By the end of this session, you will be able to:
- Assess the impact of the IHT changes in the 2024 Autumn Budget on your clients' financial planning
- Describe the fundamental elements of an IHT plan
- Evaluate different options to mitigate a pension driven IHT liability
Registration
16 April 2026 at 10am
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