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ARTICLE · 14 SEPTEMBER 2026

Getting Your House In Order: A Private Client Checklist For September

Wedlake Bell LLP
Wedlake Bell LLP
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Wedlake Bell LLP

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With significant inheritance tax changes for pensions taking effect in April 2027, this comprehensive guide examines five essential areas of estate planning that families should review this autumn. From pension arrangements and regular gifting strategies to education funding, lasting powers of attorney, and digital asset management, discover practical steps to ensure your financial affairs remain aligned with your objectives and compliant with evolving tax legislation.

United KingdomWealth Management
Owen Byrne
Owen Byrne
Ematice Mokhtari
Ematice Mokhtari

As summer draws to a close and a new season begins, September offers a natural opportunity to get your personal and financial affairs in order.

Reviewing your estate planning and wider arrangements may sound like a significant undertaking, but it does not necessarily require a complete overhaul. With that in mind, our private client checklist considers five key areas to review this autumn.

Your pension arrangements

Ahead of the inheritance tax (IHT) changes for pensions due to take effect from 6 April 2027, now is a particularly sensible time to review your pension arrangements, as from that date unused pension funds and certain death benefits may form part of your taxable estate.

Start by preparing an up-to-date list of your pension schemes as this can help you build a clearer picture and, just as importantly, make it easier for your family or advisers to locate the relevant information if needed.

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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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