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TFAS Compliance Services launches programme to help advisers prepare for IHT and pension changes

TFAS created the 2027 Ready Programme to give advisers access to a resource hub with technical articles, guides, videos, calculators and client-facing material.

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TFAS Compliance Services launches programme to help advisers prepare for IHT and pension changes
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TFAS Compliance Services has launched its 2027 Ready Programme, a support initiative for financial advisers ahead of inheritance tax (IHT) and pension changes coming in April 2027. 

The programme brings together specialist partners to provide guidance, education and practical tools for advisers.

From 6th April 2027, unused pension funds and death benefits will be subject to IHT. 

TFAS created the 2027 Ready Programme to give advisers access to a resource hub with technical articles, guides, videos, calculators and client-facing material.

The compliance toolkit includes a pension succession decision tool, a guide to the changes, planning measures, adviser considerations, client scenarios, frequently asked questions and a readiness plan for April 2027.

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A weekly webinar series starts in September 2026, delivered by partners including Aegon, Downing, M&G, Aviva and Columbia Threadneedle. 

Advisers who attend all four sessions will unlock a bonus CPD assessment and certificate. 

Richard Ardron, chief commercial officer at TFAS Enterprises, said: “The April 2027 changes represent one of the most significant shifts in financial planning we have seen in decades. 

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“Advisers who are well-prepared will be best placed to serve their clients and to grow. 

“The 2027 Ready Programme is our commitment to making sure no adviser is left behind.”

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Ardron added: “The Box Set concept reflects how advisers actually want to learn – structured, expert-led and rewarding. 

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“Combining best-in-class webinars with a bonus CPD incentive creates a genuinely compelling reason to engage with the full programme.”

The programme will end with the TFAS National Adviser Summit in October 2026, a full-day conference with advisers and partners. 

Quilter will deliver a keynote address on the new IHT and pension rules.

Graham Finlay, Columbia Threadneedle Investment, said: “Bringing pension death benefits into the estate for IHT represents a significant shift, arguably the biggest change since the 2015 pension freedoms transformed retirement planning. 

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“Advisers will need to reconsider how clients build, use and pass on pension wealth, alongside wider estate planning strategies. 

“We’re delighted to be partnering with TFAS on this programme, helping advisers develop the knowledge and practical planning considerations needed to respond confidently to these far-reaching reforms.”

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