Events

Following the October Budget, Private Client practitioners will have a limited window to assess the Chancellor’s announcements, understand the implications for clients and consider what action may be needed before the end of the tax year.

Join Donna Brennan for a practical post-Budget webinar examining the key measures affecting Private Client work and the planning priorities for the five months leading up to 5 April 2027.

Donna will explore what the Budget means in practice, how forthcoming regime changes may affect clients and where practitioners should be focusing their attention as the new tax year approaches.

What will the webinar cover?

• The key Private Client announcements from the October Budget
• The practical implications for advisers and their clients

Please note that this session builds on Richard’s June 2026 webinar. In this update, Richard will cover:

• A refresher of the current taxation of pension funds on death
• An overview of how IHT will be applied from 2027
• How your clients might prepare and manage the pensions during their lifetime
• Managing the death benefit nominations and aligning them with the Will
• The traps to avoid, and the single most important fix that most miss
• Practical tips for advising your clients, and understanding the line in the sand if you are a non-FCA-regulated adviser
• any other updates