Pensions and inheritance tax masterclass with Forvis Mazars

Event information

This webinar is brought to you in partnership with Forvis Mazars.

Pension death benefits are going through the biggest change we’ve seen since 2015. Not only through the introduction of the “Lump Sum and Death Benefit Allowance”, but also that they will be subject to Inheritance Tax from April 2027. Join this practical masterclass to gain valuable insights on:

• What death benefit options are now available through pensions.
• How the new death benefit lump sum rules operate.
• How pensions are likely to be taxed on death, including how Inheritance Tax could be deducted.
• Practical planning options for those impacted by the Inheritance Tax changes.
• What both pension owners and advisers/executors need to be aware of in this changing landscape.

When you book your place you will be eligible for a free, no obligation financial planning consultation with Forvis Mazars Financial Planning.

About the speakers

James Robinson, Private Client Director, Forvis Mazars James is a Chartered and Certified Financial Planner and a Fellow of the Chartered Insurance Institute. His focus is building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals. His achievements have been recognised by the CISI, winning the 2022 awards for the CFP exam & case study. Citywire Magazine named him in the ‘Top 35 Next Generation Advisers’ 2017-2021.

CPD hours

ICAEW's Continuing Professional Development (CPD) Regulations require a minimum number of hours and an ethics requirement. Attending this event could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the event booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.