From 6 April 2027, most pensions will be brought into scope of IHT, creating one of the biggest advice opportunities in years, but also potential risks.
Join Julia Guy and Gareth Davies as they explore the proposed changes and what they could mean for advisers, clients and beneficiaries.
Discover the implications for bereavement value propositions, administration processes and client support, along with practical considerations firms may wish to explore ahead of April 2027.
CII accredited for 60 minutes of CPD credits.
By the end of this webinar, you’ll be able to:
- Understand the proposed IHT changes effective from April 2027.
- Explain the new administration processes and roles and responsibilities arising from the changes.
- Consider the changes required to existing bereavement value propositions.
There will also be an opportunity to put your questions to Gareth during a live Q&A.
Our Speakers
Julia Guy
Intermediary Distribution Senior Manager
Gareth Davies
Pensions Specialist
Register now
Please complete the form below to secure your place.
You’ll receive a confirmation email which will include a link to download a calendar invite
Any information you provide on this form will be processed by Scottish Widows to administer and manage your participation in this webinar. It might also be used to make contact with you following the webinar to follow up on any specific questions you might have asked that were not able to be answered during the live session. If you do not wish to be contacted in relation to these events please tick the opt out box above labelled 'Opt out of post event follow up'. We may also use the data for anonymised statistical purposes.
About customer data and privacy
The Data Protection Act requires Lloyds Banking Group companies and associated companies to manage personal information in accordance with the Data Protection Principles. Our Group of companies is required to process your personal information fairly and lawfully. This means that you are entitled to know how we intend to use any information you provide. You can then decide whether you want to give it to us in order that we may provide the product or service that you require. All our employees are personally responsible for maintaining customer confidentiality. We provide training and education to all employees to remind them about their obligations. In addition, our policies and procedures are regularly audited and reviewed.
Your privacy and the security of your data is very important to us, click here to view the Scottish Widows Legal Privacy Policy.
Important information
Copyright © 2026 Scottish Widows
Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.
Scottish Widows includes the following legal entities: Scottish Widows Limited, Scottish Widows Unit Trust Managers Limited, Scottish Widows Administration Services and HBOS Investment Fund Managers Limited.