IHT & pensions deep-dive: how to prepare for 2027
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Details
This session will highlight forthcoming changes to IHT and pensions. There will be a focus on why this matters to all legacy fundraisers and more importantly, the impact it could have on charities and their supporters. We will look at what we know, what we don’t know (yet) and offer some suggestions for how we may be able to prepare for the changes and their impact.
Key learnings from this session:
- What’s changing in the exciting world of IHT?
- Why does this matter?
- How it may affect your supporters and your charity
- How you may want to prepare
- What we can do collectively (and what we should try not do!)
Speakers
Alex McDowell
The Duke of Edinburgh's Award
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