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Reframing client conversations ahead of the 2027 pension inheritance tax changes

In April 2027, a fundamental shift will reshape retirement and legacy planning as we know it. But while the headlines will grab attention, the real challenge is happening now - inside advice firms and client conversations. In Partnership with NextWealth, our latest guide uncovers where advisers are feeling the pressure, where clients are getting stuck, and what forward-thinking firms are already doing differently.

Read our guide

Hear what Heather Hopkins, Founder & CEO, NextWealth has to say on this topic.

2 minutes

Picture of Roddy Munro
“A fundamental transformation is rapidly approaching, set to dramatically reshape the retirement and estate planning landscape. It’s essential to take proactive steps now.”
Roddy Munro Head of Technical Sales Quilter
Image of Heather Hopkins
“The changes to inheritance tax treatment of pensions are significant.”
Heather Hopkins Founder & CEO NextWealth

Step by step guide to reinvesting PCLS

If your client holds a Collective Retirement Account and wants to reinvest their PCLS into a Quilter bond and trust, follow our step-by-step guide. Read the guide before submitting your bond and trust application.

Preparing for the pension IHT changes

To help you prepare for the IHT changes to pensions, read our handy readiness guide, which will highlight some practical steps you can take, especially around your client data.

Case studies

Read our case studies which bring to life the impact of the IHT changes for single and joint life clients, and how you can use the pension crystallisation tool to model your advice strategies.

Why Quilter

In this changing tax landscape you need a platform that can support your financial planning strategies without compromise. Read more about Quilter's true financial planning platform.

Need more help?

Speak to our experienced team. You can reach them Monday to Friday, 8.30am to 4.30pm, by either calling 02380 726 010 or emailing: