Join Alanis Daniel (Verve), Grant Callaghan (Verve), Neil Jones (Standard Life) and John Netting (BareRock) for one of our most highly requested sessions on IHT, Trusts and Bonds.
During this presentation, Neil Jones will look at the changing IHT landscape and the factors to consider when building an effective estate planning strategy. This will include mitigating any potential taxes that may arise, thereby maximising the legacies for future generations, and solutions allowing flexibility to adapt to future changes to clients’ circumstances.
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BareRock: Emerging Risks due to Pension IHT Changes
This session examines the emerging Professional Indemnity risks created by the April 2027 pension IHT changes and how advisers can navigate them safely.
The legislative shift bringing unused pension funds into IHT calculations will push many firms into advice territory they haven't visited for years, if ever. From Business Relief investments to Whole of Life insurance, from trust planning to lifetime gifting strategies, each creates genuine planning opportunities, but also distinct implementation risks that may only surface years later when it's too late to fix.
Explore some of the main potential strategic planning options advisers may recommend, examining the risk profile of each: where claims might originate and potentially leave firms exposed, and how to balance commercial opportunity against regulatory responsibility.
This session aims to bring together three perspectives: PI risk identification, compliance mitigation strategies, and practical implementation considerations, helping participants leave equipped to advise confidently in this evolving area.
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