TFAS Compliance Services launches 2027 Ready Programme to prepare advisers for landmark IHT and Pension rule changes
23 June 2026
Support programme brings together leading specialist partners to equip financial advisers ahead of April 2027
TFAS Compliance Services, has today announced the launch of the 2027 Ready Programme - a comprehensive, multi-partner initiative designed to ensure advisers are fully prepared for the most significant changes to inheritance tax (IHT) and pension planning in a generation.
From 6 April 2027, most unused pension funds and death benefits will become subject to inheritance tax for the first time, following changes announced in the Autumn Budget 2024, prompting TFAS to create and launch a structured, expert-led programme of guidance, education and practical support from now through to implementation day.
Richard Ardron, Chief Commercial Officer of TFAS Enterprises, commented:
"The April 2027 changes represent one of the most significant shifts in financial planning we have seen in decades. 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."
What the programme delivers
The 2027 Ready Programme provides advisers with access to a dedicated resource hub housing a comprehensive library of support materials, including technical articles and guides, exclusively created videos and access to calculators and client facing material.
From a compliance perspective, TFAS have created a comprehensive tool kit including Pension succession decision tool, guide to changes, planning measures and adviser considerations, client scenarios, frequently asked questions and April 2027 readiness plan.
September 2026 will see the launch of a webinar series - one session per week from a specialist partner, building into a complete Box Set of adviser education on the 2027 changes. Partners delivering sessions include Aegon, Downing, M&G, Aviva and Columbia Threadneedle.
Advisers who attend all four sessions will unlock a bonus CPD assessment - a structured set of questions spanning the full series - with a certificate of completion on successful completion. The Box Set format is designed to encourage advisers to engage with the programme in full and to demonstrate structured learning ahead of the April 2027 deadline.
Ardron went on to add ‘"The Box Set concept reflects how advisers actually want to learn - structured, expert-led and rewarding. Combining best-in-class webinars with a bonus CPD incentive creates a genuinely compelling reason to engage with the full programme."
The programme culminates in the TFAS National Adviser Summit in October 2026 - a full-day conference bringing together advisers and all programme partners for the definitive 2027 ready event. The Summit will feature main platform keynote addresses, including a dedicated address from Quilter on the new IHT and pension landscape.
‘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. 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.’ Graham Finlay, Columbia Threadneedle Investment.
A distinctive feature of the 2027 Ready Programme is its broader approach to later life planning. TFAS recognises that the pension IHT changes do not exist in isolation and sit alongside questions of wills, lasting powers of attorney, probate and the growing challenge of care fee planning. With this in mind, they have also brought expertise and support in from MyCare Consultants and Beneficial Trust and Will Company.
The programme of support also includes dedicated consumer-facing campaigns created by The Outsourced Marketing Department (TOMD) for advisers to use with existing and potential clients. The extensive range of material includes articles, social media posts, video, html emails and guides. The materials can be shared with targeted groups using TOMD's content sharing platform Content Streams.
