Are your clients leaving estate planning too late?
Be the first to get the 50nomics report
It’s the £12.3 billion estate planning question that nobody is asking
50nomics is our latest estate planning research, uncovering how much more wealth families could pass on to loved ones by starting inheritance tax (IHT) planning sooner.
Combining independent economic modelling, adviser insight and consumer research, it unpacks today’s estate planning landscape — and why acting sooner matters more than ever, particularly ahead of April 2027 when pensions are brought into scope for IHT. It also equips advisers with the strategies, tools and insights they need to tackle these important conversations with confidence.
Register your interest and we’ll send it to you as soon as it’s available.
April 2027
Inheritance tax is changing and the landscape is getting more complex
From April 2027, unused pension wealth will be brought into scope for inheritance tax, bringing more estates into the net.
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Register your interest for the 50nomics report
"Estate planning has become more complex in recent years, and more clients are realising they may have an inheritance tax problem they hadn’t previously anticipated. In fact, nearly one in two clients will need estate planning support over the next five years as pensions come into scope for inheritance tax.
We’re working with advisers every day to help them navigate this growing need, and we’re pleased to unveil 50nomics, which puts a clear value on what starting earlier can unlock for families in terms of inheritance tax savings. For advisers, this is a clear call to lead the conversation and seize a growing advice opportunity."
Kristy Barr, Head of Retail
