Many dentists have spent years doing exactly what they were advised to do: building wealth in their pension, growing a successful practice, and planning for retirement.
The problem is that the inheritance tax rules are changing.
From April 2027, many defined contribution pensions will form part of your estate for inheritance tax purposes. Combined with changes to Business Property Relief and the £2 million estate threshold, this could leave many dentists and practice owners facing inheritance tax bills that are far larger than they expected.
In our upcoming webinar, we’ll discuss:
- How the April 2027 pension changes could affect dentists.
- Why successful practice owners may be more exposed than they realise.
- The £2 million inheritance tax trap and how it works.
- Real-life examples showing the difference before and after the new rules.
- Why understanding your position early gives you more planning options.
One of the biggest mistakes we see isn’t necessarily paying inheritance tax, it’s discovering the problem too late, when many of the planning opportunities have disappeared.
Inheritance tax planning is rarely just about you. It often involves parents, children and wider family, which is why having an objective understanding of your position is so valuable before making any decisions.
If you’re unsure how these changes might affect you or your family, we’d love you to join us.
If you know another dentist, practice owner or family member who may be affected, please share this invitation with them.
