IHT Changes for Pension Funds Workshop

One half-day

26 March 2026, 13:30-16:30 (UK)

The new procedures from April 2027 for deceased clients with DC pension funds - how it will work, who does what and ideas to help clients mitigate IHT for their beneficiaries.

This session will explain the new procedures for deceased DC Pensions from April 2027, and to outline ways that members can pass on more to family.

Public course booking form

Members: £129pp
Non-members: £189pp

To book this workshop for yourself or up to 7 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate, in-house training session for between 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Date: 26 March 2026 

 Times: 13:30-16:30 (UK)

 Duration: One half-day

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

 Trainer: Steve Davis, FPFS

 Price: £129 Members / £189 Non-Members

Workshop Overview

During your workshop, you will cover:

• Overview of the new HMRC process for DC pension funds 
• Examine the tax consequences for DC pension deaths from April 2027
• Assess the bigger picture for client estates and IHT planning
• Outline ways to increase estate values on member deaths
• Summary and next steps

What will I achieve by attending the workshop? 

By the end of this workshop, Delegate will be able to:

• Explain the new procedures for deceased DC pensions from April 2027
• Identify the IHT and income tax implications for beneficiaries
• Outline ways that members can pass more onto their family
• Apply your knowledge to a client case study

Who should attend?

Advisers, paraplanners, whether at diploma or Chartered level.

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

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