Estate Planning with Pensions and Other Assets Following Changes to IHT on Pensions

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This session will examine the evolving role of pensions in estate planning in light of the changes coming in April 2027, and how pensions will interact with other planning tools. In particular, it will cover:

• The role of pensions in a financial plan, given the changes due in April 2027.
• Illiquid assets in pensions – including commercial property and business assets – and the practical issues that arise.
• Annuities in the current environment.
• Life insurance within a modern estate planning framework.
• Other wealth planning strategies and tax-advantaged vehicles:
  • VCTs, EIS and Business Relief investments (including structures such as Octopus/Triple Point)
  • Investment bonds as an estate planning and tax-planning tool
  • Trust-based strategies such as loan trusts and discounted gift trusts

Ola Adeosun, Partner, Head of Regional Wealth Planning, LGT Wealth Management