How Pension Changes Could Reshape Estate Planning: Strategic Marketing Opportunities for Financial Planners

The UK pensions landscape is entering a period of profound change. Following the October 2024 Budget announcement and subsequent government consultation process, new rules are set to take effect from 6th April 2027 that will dramatically alter how pensions are treated for inheritance tax (IHT) purposes.

For financial advisers and planners, this represents both a challenge and a significant marketing opportunity—a chance to differentiate your practice by providing timely, strategic guidance during a period of regulatory upheaval whilst building robust, compliant campaigns that attract high-value clients seeking expert estate planning advice.