Many successful individuals and families have built meaningful wealth over time through pensions, property, businesses and investments. While these decisions may have been sensible in isolation, they are often never reviewed together as part of one coordinated plan. 

As a result, wealth can become fragmented. Different advisers focus on different areas, assumptions go unchallenged, and families are left uncertain about their real exposure to inheritance tax, legal risk, and future decision-making — particularly as legislation continues to evolve. 

This lack of joined-up planning is becoming increasingly important in light of changes expected from April 2027, when unused pensions are likely to fall within the scope of inheritance tax. For many families, this changes long-held assumptions and introduces new risk at precisely the point wealth is transferred to the next generation. 

Without a clear framework, families often find themselves reacting to change rather than planning for it. Decisions feel complex, opportunities to reduce tax are missed, and uncertainty grows — not because of poor choices, but because no one is overseeing the whole picture. 

In this free live webinar, Kevin Whelan and Paul Brooks will introduce the Family Wealth Fortress — a structured, holistic approach to family wealth planning that brings together the key areas most often handled in isolation. 

Kevin will explain why joined-up planning is essential for families with growing complexity, and how the Wealth GP approach creates clarity, accountability and better long-term decision-making. 

Paul will share why pensions, including SSAS pensions where appropriate, now play a critical role in inheritance planning, and why understanding their place within a wider framework is increasingly important ahead of the 2027 changes. 

The session will outline how the Family Wealth Fortress framework helps families reduce risk, address tax inefficiencies, and replace uncertainty with a clear, documented plan that supports both today’s decisions and long-term family legacy.

This webinar is designed to help families think more clearly about their wealth, understand where risk and inefficiency may exist, and make more confident, long-term planning decisions.

Discover the benefits a SSAS pension has in property investment with a site visit to a commercial conversion project in Hythe.

See firsthand how an old pub is being transformed and learn how you can leverage SSAS pensions for similar projects.

This visit offers practical insights and real-world applications for using SSAS in commercial conversions.

We are working on having an exact date for you shortly, but for now, please register your interest below.