Join us for an insight-led webinar covering the key changes, opportunities and practical actions that paraplanners need to consider ahead of the upcoming IHT changes. Experts from Standard Life will take an in-depth look at what they mean for paraplanners, advisers and real client planning.
In this one-hour CPD accredited webinar on Thursday, 26th November 12:30-1:30pm, Natalie Dawes – editor at Professional Paraplanner, will be hosting three experts from Standard Life:
- Tim Coombs – Head of Retail Intermediary & Private Client Distribution
- Tom Carroll – Retirement Income Specialist
- Neil Jones – Senior Technical Engagement Manager
We will be covering the key changes, opportunities and practical actions that paraplanners need to consider ahead of the upcoming IHT changes from April 2027.
The upcoming IHT changes affecting pensions are driving some of the biggest planning conversations advisers and paraplanners have faced in years.
Throughout Standard Life’s recent IHT webinar series, they”ve explored what’s changing, what still works and what to do next.
Now they’re bringing those insights together in a single session with Professional Paraplanner focused on the practical implications for client planning.
Many firms are reviewing how pensions, retirement income, gifting, beneficiary arrangements and legacy planning fit together.
At the heart of those conversations are paraplanners, helping advisers connect complex technical changes with real client outcomes.
In this 60-minute webinar, Standard Life will share the emerging themes from across the series and the wider adviser market.
Taking a deeper look at how client needs are evolving, we’ll explore where IHT planning stands today, the opportunities firms should be focusing on, and how paraplanners can help build the foundations for more effective planning conversations, stronger recommendations and better client outcomes.
Sign up here: Register for webinar – IHT planning in practice: Insights and actions for paraplanners
