• Quilter analysis with NextWealth finds looming UK pension inheritance tax reforms are reshaping adviser-client planning ahead of the April 2027 deadline.
• Interviews point to heavier workloads as pension planning shifts from routine reviews to complex, judgment-led estate planning with higher compliance exposure.
• Advisers report client hesitation, emotional reactions to projected tax bills, delayed decisions, tighter planning windows, higher risk of sub-optimal outcomes.
• Firms are adjusting processes to revisit legacy plans, document client understanding, involve family earlier to reduce dispute and complaint risk.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Quilter plc published the original content used to generate this news brief on July 14, 2026, and is solely responsible for the information contained therein.