2027: What’s Changing for UK Pensions & Estates?

Join us for a practical seminar exploring what these changes could mean for British residents in Spain.

Long-term resident in Spain but still have a UK pension, property or other UK assets? The UK’s inheritance tax rules are changing significantly from 6 April 2027, including the treatment of most unused pension funds and death benefits.

Join us for a practical seminar exploring what these changes could mean for British residents in Spain, including:

• An overview of the UK Inheritance Tax (IHT) rules
• The treatment of UK IHT if you live in Spain as a British national or if you have assets in Spain
• The impact of the April 2027 pension changes
• Wills and succession planning between the UK and Spain
• Planning for spouses, children and beneficiaries
• Key steps to consider before April 2027

Using practical examples and real-world scenarios, we will highlight the issues UK nationals living in Spain should be considering now - and where UK and Spanish advice needs to be considered together.

Please note there are several public car parks within a short walking distance of the venue, including Parking Plaza Antonia Guerrero, Nuevo Parking Plaza del Ajedrez, Parking Paseo Marítimo Estepona, and the Ayuntamiento Car Park. Spaces are available on a first come, first served basis, so we recommend allowing a little extra time before the event. Parking charges may apply.