THE BIGGEST PENSION & INHERITANCE TAX SHAKE UP EVER! ARE YOU READY?
Free live training for anyone wanting to protect their family wealth and stay ahead of new inheritance rules.
Tuesday 11th November, 12:30PM
Tuesday 11th November, 7:30PM
Spaces are limited for both sessions.
Secure your spot now and get ahead of the 2027 changes before it’s too late.
In the briefing, you’ll discover:
The New IHT Rules Explained
Understand exactly what’s changing in April 2027 and why it matters.
Why Consolidation Matters
How scattered pensions could cost your family thousands more in unnecessary tax.
The Hidden Pension Tax Trap
How your pension could become part of your taxable estate — even if you’ve planned carefully.
How a SSAS Pension Can Help
Discover how business owners can use a SSAS to retain control, fund new investments, and keep wealth within the family.
Steps to Protect Your Family Wealth
Simple, practical actions you can take now to reduce the potential tax burden.
Your Questions, Answered Live
Ask Kevin and Paul your own questions during the live Q&A segment.
Meet Your Hosts:
Kevin Whelan
Founder of WealthBuilders
Kevin is a renowned financial educator, entrepreneur, and Founder of WealthBuilders.
With over 30 years of experience in wealth creation, Kevin has helped thousands of business owners, professionals, and investors achieve financial security through his structured 7 Pillars of Wealth framework.
His passion is empowering people to take control of their financial future by building recurring income streams and creating lasting wealth.
Paul Brooks
WealthBuilders SSAS Director
Paul is the SSAS Director at WealthBuilders and a seasoned pension specialist.
With over a decade of experience, he has helped business owners and investors unlock the full potential of their pensions to build wealth and lasting legacies for their families.
His passion is showing how a SSAS can be used to fund growth, create income, and preserve wealth for future generations.
JOIN THE FREE LIVE BRIEF ON THE NEW IHT RULES
Understand the new IHT rules and protect your family’s financial future.
Tuesday 11th November, 12:30PM
Tuesday 11th November, 7:30PM
Spaces are limited for both sessions.
Secure your spot now and get ahead of the 2027 changes before it’s too late.
© Copyright 2025 WealthBuilders Together Ltd. All Rights Reserved.