Nine Months to April 2027- Restructuring Estate Plans for Pensions in the IHT Net

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Nine Months to April 2027- Restructuring Estate Plans for Pensions in the IHT Net

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Nine Months to April 2027- Restructuring Estate Plans for Pensions in the IHT Net

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Description

Description As HMRC's proposed framework for pensions and inheritance tax takes shape, every client with significant pension wealth needs an urgent, practical review of their estate plan before April 2027. This Datalaw ondemand webinar explains the current legal position, the practical issues raised by HMRC's proposals, and the concrete steps solicitors should take now to advise and restructure pension arrangements safely and professionally. Practical worked examples, drafting guidance and riskmanagement checklists make this a mustwatch for busy practitioners.

Key learning outcomes (what you will be able to do after watching) - Identify clients whose pension arrangements require immediate review and prioritise cases where IHT exposure is likely. - Apply the relevant legal framework and leading authority to client facts and explain likely HMRC positions to trustees and beneficiaries. - Draft and implement practical restructuring and estateplanning options for pensions while meeting regulatory and professional obligations. - Use worked examples and drafting templates to manage client risk, avoid common pitfalls, and document professional advice for audit and CPD records.

Topics covered - Introduction and contextual overview - Legal framework and statutory considerations - Key case law that shapes current advice - Regulatory and professional obligations for solicitors - Practitioner duties and responsibilities when advising on pensions and IHT - Practical application: prioritisation, client communication and action plans - Worked examples and model calculations - Drafting guidance for wills, trusts and pension documentation - Strategic considerations for succession and tax outcomes - Common pitfalls, risk management and file documentation - Key takeaways and CPD reflection points - Further reading and resources

CPD accreditation This Datalaw recorded webinar is SRAcompliant and eligible for CPD recording. A CPD certificate is available on completion for solicitors practising in England & Wales.

Format and access This is a recorded, ondemand webinar - watch at your convenience and complete the CPD reflection when suits your schedule. Available now from the Datalaw ondemand library.

What you'll learn

By the end of this webinar, participants will be able to:
understand the key concepts and recent developments relating to Nine Months to April 2027- Restructuring Estate Plans for Pensions in the IHT Net
identify the legal and regulatory obligations that follow
apply practical guidance and drafting considerations in day-to-day practice
recognise common pitfalls and develop strategies to mitigate risk

Requirements

No prior study required.

Who is the target audience?

Solicitors, legal executives, paralegals and barristers in private practice.

Course Content

Recorded Webinars

Webinar: Nine Months to April 2027- Restructuring Estate Plans for Pensions in the IHT Net

00:27:30

Written and recorded by Datalaw Team

Documentation

Course Notes (PDF)

10 Pages

KeyWords

nine, months, april, 2027, restructuring, estate, plans, for, pensions, the, iht, net, solicitor CPD, legal training, online CPD

Instructor

Datalaw Team

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Nine Months to April 2027- Restructuring Estate Plans for Pensions in the IHT Net

Get Access to this course and +800 Courses For

99 / Month Per User

Training for 5+ people? See our package deals below for more info

99

Description

What you'll learn

Requirements

Who is the target audience?

Course Content

Recorded Webinars

Documentation

KeyWords

Instructor

Datalaw Team

Reviews

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