The Inheritance Tax Trap: How the 2027 Pension Rule Could Cost Your Family Thousands
Free VIP Event
Join Us At Westerham Golf Club
Event Date: 7th October 2025
Arrive from 10.30 for refreshments. The presentation will start at 11.00, with a complimentary lunch served at 12.30pm.
Address:
Westerham Golf Club
Valance Park
Brasted Road
Westerham
Kent TN16 1QN
Reserve Your Place Now
Protecting Your Legacy from Inheritance Tax
Inheritance Tax has always been a concern, but from April 2027, pensions are expected to be included within people’s estates. For many families in the South East, particularly in areas like Sevenoaks where property values are high, this change could mean a significant increase in tax liabilities.
This free event will explain:
- What the 2027 pension rule change could mean for you and your family
- Other potential IHT reforms currently being discussed
- How to use current allowances to legally and ethically reduce your IHT bill
- Practical steps you can take now to help protect your pension and estate
The session will end with a Q&A, followed by a complimentary buffet lunch where you can continue the conversation with our team.
Our Speakers
At this special event, you’ll hear from David Braithwaite, founder of Citrus Financial and the BBC Radio Kent “Money Mentor”, alongside Karen Gorbutt, one of Citrus’s experienced advisers. Together, they will explain the inheritance tax changes ahead and share practical steps you can take to protect your wealth for the next generation.
David Braithwaite
MANAGING DIRECTOR
Karen Gorbutt
FINANCIAL ADVISER
About Citrus Financial
Founded in Sevenoaks by David Braithwaite, Citrus Financial has grown into a trusted local advice firm with a team of experienced financial advisers. Based in Chipstead, we help families across the South East feel better off and more confident about their finances. Whether it’s investments, pensions, mortgages, or inheritance planning, our mission is simple: to give you clarity, confidence, and control over your money.
Important Information
Inheritance Tax/Estate Planning is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Ltd 14/08/2025