Steven Goddard CEO Pension Playpen

Coffee Morning – IHT on Pensions…REALLY!!! CPD included

Type – Teams Online

When – Tuesday 17th March at 10:30am

You are cordially invited to attend our next Coffee Morning. At this event we are delighted that Mark Plewes from WBR Group will be presenting his thoughts on the change in IHT for the Pensions landscape.

He will give us his thinking of an overview of where things sit with the current IHT proposals on unused pensions passing through parliament and any lingering concerns that there might still be around implementation and issues. He will also want to touch on how the potential complexity of the plans might impact outcomes for beneficiaries and whether there is presently a risk of wider detriment and scam activity in terms of the confusion that such a change will cause.

Background:

In December 2025 the Government published the Finance Bill containing provisions to bring pension scheme death benefits within the scope of inheritance tax from 6 April 2027.  We look at what has changed since the legislation was originally published in draft, and consider what action SIPP and SSAS providers need to be taking now.

Agenda

• What to do now?
• How will pension planning change?
• Occupational vs SIPP/SSAS?
• What are the alternatives?
• Will a new government U Turn this decision?

TO REGISTER

Please add to your calendar and click HERE on the day 

Mark Plewes is Head of Technical at WBR Group and recently appeared by invitation at the House of Lords to inform the  pensions finance bill debate.

Mark has been at WBR Group for over 3 years and prior to this role he was Senior Technical Specialist at Rowanmoor.

This should be a lively session with emotions running high!!.