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From 6 April 2027, the UK pension landscape changes fundamentally. For decades, unused pension funds have sat outside the taxable estate, a cornerstone of wealth transfer planning. Most unused pension funds and death benefits will become subject to inheritance tax, creating one of the most significant financial planning shifts in a generation.
For advisers, this is both a challenge and an opportunity. Thousands of clients will need their strategies reviewed. Many will need new approaches to drawdown sequencing, estate planning, trust structures, wills and lasting powers of attorney. The advisers who are best prepared will be best placed to serve their clients and grow their businesses.
TFAS Compliance Services has built the definitive support programme to ensure that advisers are informed, confident and ready.
The 2027 Ready Programme brings together TFAS Compliance Services and leading industry specialists to deliver a structured, multi-format support programme running from launch through to our National Adviser Summit in October 2026 and beyond.
In-depth technical guidance authored by our specialist partners covering every aspect of the rule changes – from DC death benefits to estate planning strategies.
Regulatory updates, compliance notes and adviser-ready summaries produced by TFAS Compliance Services as the Finance Bill 2025–26 progresses.
Short, focused video content – ideal for advisers who prefer to learn on screen or share with their teams.
Access to an IHT calculator and supporting planning tools to help advisers model scenarios and have meaningful conversations with clients.
September is a dedicated month of webinars, with one a week, PLUS a bonus CPD assessment for completing the set.
The programme culminates in the Adviser Summit – a full-day conference providing keynote address and a chance to speak to our partners in the exhibition zone.
Pension IHT changes do not exist in isolation and sit alongside estate planning and care planning, which is why we have bright specialists in these areas to support our programme.
A complete marketing campaign from TOMD and Content Streams to help you communicate with clients and introducers about the changes, and to engage with more potential clients.
If you need bespoke marketing support, whether it’s help with the forthcoming changes, or longer-term support such as a new website, marketing plan or social media, we recommend TOMD.
As part of our 2027 ready programme of support, we are delighted to offer you a landmark webinar series this September – one session per week from our specialist partners, building into a complete and cohesive Box Set of adviser education.
Bonus CPD: The Complete Box Set
Advisers who attend all four sessions unlock a bonus CPD assessment – a set of questions spanning all sessions – with a certificate of completion. A unique incentive to engage with the full programme and demonstrate structured learning ahead of April 2027.
1
A practical and engaging refresher of the fundamentals of Inheritance Tax. This session will explore the significant changes taking effect from 6th April 2027, focusing on the inclusion of unused pension funds and pension death benefits within an individual’s estate for Inheritance Tax purposes.
2
Join us for a deep dive into the IHT on pensions, with a particular look at the process, implications and impact it will have on personal representatives. The session will also recap on some elements of death nominations too and avoiding foreseeable harm and unintended consequences.
3
This session explores the evolving investment and estate‑planning landscape that increasingly shapes long‑term financial outcomes, helping advisers navigate the shifting legislative environment and the increasing importance of intergenerational planning. We look at how changes may affect pension assets, strategies for tax‑efficient wealth transfer, and the practical application of trust and investment‑based solutions-including how Gift, Loan, and Discounted Gift Trusts can complement wider estate‑planning structures.
4
In this session, we cut through the complexity of the evolving IHT landscape and show how Business Relief investments can offer clients a practical, accessible route to meaningful tax savings – without giving up access or control. Through worked planning scenarios, you’ll leave with a clearer framework for identifying the clients who could benefit most and the confidence to have those conversations.
The programme culminates in the Adviser Summit – a full-day conference bringing together advisers, compliance specialists and all programme partners for the definitive 2027 Ready event.
Main platform
Philip Griffin Retirement Specialist (Quilter)
Exhibition
All our partners supporting the 2027 ready programme will be present at the conference and on hand to provide any information and support you need.
Programme launch – Hub live. Partner guides, articles, videos and tools published. Compliance guidance issued by TFAS.
The Box Set. Four weekly webinars from our partners. Bonus CPD for full series attendees.
National Adviser Summit. Main platform sessions. Partner exhibition.
Implementation Sprint. Further support added to the hub + additional webinars
The changes take effect. TFAS-supported advisers arrive informed, compliant and ready.
At TFAS Compliance Services, we’re redefining what compliance support looks like. By truly listening to advisers, we’ve shaped our services around what matters most: practical support, personal relationships, and real value.
With regulation remaining one of the biggest challenges for firms, many advisers are seeking a partner who offers not just expertise, but a more collaborative, flexible approach. That’s exactly what we deliver.
Whether you want straightforward compliance guidance, documentation, and access to expert learning and insights, or a more bespoke, hands‑on level of support, TFAS puts you in control. Our job is to make compliance simpler, smarter, and fully aligned with your business.
While compliance sits at the heart of everything we do, we also understand that firms need support in other areas to operate efficiently and profitably. That’s why we’ve used our strong position in the marketplace to partner with some of the profession’s leading providers, delivering enhanced solutions in technology, proposition development, and training.
Support tailored to your circumstances, enabling you to create bespoke support packages that give you exactly what you need, nothing else.
We give you the confidence and support to grow and succeed. By taking care of your regulatory workload, you get back the time and freedom to focus on growing and best serving your clients.
Our experience and expertise and high standards give you the security and strength to operate with confidence, future-proofing your business.
2027 READY
For more information contact TFAS Compliance Services
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