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The Family Wealth Fortress: Are You Seeing the Full Picture of What You’ve Built?

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The Family Wealth Fortress: Are You Seeing the Full Picture of What You’ve Built?

With pension rules changing in April 2027 and reaching further than ever, now is exactly the right time to step back and look at the full picture. We think this free live webinar is worth your time.

The Family WealthFortress: From Fragmented Advice to One Joined-Up Plan

Wednesday, 10 June 2026

12:00 PM – 1:30 PM

Kevin Whelan & Paul Brooks

Reserve your free seat by clicking here

Most people in our community have spent years making good decisions. A property portfolio built carefully over time. A pension ticking along in the background. Maybe a business, some savings, a few investments.

Each piece made sense when you added it. Each one is doing its job.

But here’s the thing, when did you last look at all of it together? Not just the portfolio. Not just the pension. Everything, as one picture, with a clear view of what it means for your family when the time comes.

For many people, the honest answer is ‘not recently’. And with what’s coming in 2027, that’s worth changing.

What’s changing from April 2027

For years, savvy investors used their pension as a quiet ace in the estate planning pack. Pensions sat outside the taxable estate, meaning unused funds could pass to the next generation largely free of inheritance tax. It was one of the most efficient wealth transfer tools available , and many families quietly structured their affairs around it.

That’s about to change.

From April 2027, whatever is left unused in your pension when you die will be counted as part of your estate — just like your property and savings already are. That means it could be subject to inheritance tax in a way it never has been before. If you have a property portfolio and a pension alongside it, the combined value of your estate may now look quite different to what you’d assumed.

What this webinar is actually about

On 10 June (Wednesday), Kevin Whelan and Paul Brooks are running a FREE 90-minute live session specifically for families navigating exactly this kind of complexity. It’s a practical conversation about how to build a framework that holds all the pieces together so that what you’ve built actually reaches who you intended it to reach.

They’ll cover how joined-up planning helps families:

Understand the real inheritance tax exposure across their full estate, not just one asset class
Navigate the 2027 pension changes before they land, not after
Make better decisions today that support the next generation tomorrow
Replace fragmented advice from multiple advisers with a single, coherent strategy

Places are FREE but limited.

With April 2027 closer than it feels, we’d encourage anyone with property, pension, and other assets to get along to this one. It’s exactly the kind of conversation that’s easier to have NOW than later.

Register for the WealthFortress webinar

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