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A new mindset for IHT planning in a changing landscape

22 September 2026
M&G will be joining the Paradigm Autumn Forum this October with IHT – a new mindset, a session exploring how advisers can adapt to the evolving inheritance tax and pension planning landscape.

Presented by Investment Specialists Andy Fear and Ed Green, the session will examine the implications of forthcoming changes to Inheritance Tax rules expected from April 2027 and explore practical approaches to tax-efficient wealth transfer, trust planning and intergenerational wealth strategies.

The Paradigm Autumn Forum takes place in Birmingham (6 October), Sheffield (8 October), Surrey (13 October) and London (14 October).

Find out more here

 

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