Inheritance Tax Masterclass

An exclusive IHT Masterclass to address these changes and explore actionable strategies to mitigate their impact. During this event, Chris Wilson, Head of Tax, and Dom Marley, Head of Wealth Management will discuss how to adapt your plans to the new regulations, with a focus on:

Family Succession: Passing assets to the next generation sooner, either through gifting or value transfers.
Insurance Solutions: Using life policies to cover IHT liabilities and safeguard your estate.
Will Planning: Revisiting structured wills to make the most of available reliefs.
Trusts: Exploring the potential £1m allowance for APR and BPR assets.
BPR Investments: Understanding their continued importance in IHT strategies despite limitations.
Pension Utilisation: Maximising pensions as a tool for funding gifts or covering liabilities.