Join us on Thursday 4th June for this 1.5-hour session and enhance your understanding of IHT, trusts and bonds with experts from Verve, M&G and Puma.

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M&G - Home or away? Onshore and offshore bonds as trustee investments
This presentation provides a focused examination of life company bonds as a trustee investment solution. It explores when bonds may be suitable within different trust arrangements, considering trust objectives, and beneficiary circumstances.  

The session analyses the technical structure of life company bonds, including segmentation, withdrawals, chargeable events, and the taxation implications for trustees and beneficiaries. It also compares the relative benefits and planning opportunities of onshore and offshore bonds, highlighting how each may be used to support tax efficiency and long term trust planning. The presentation aims to enhance advisers’ technical understanding and confidence when advising trustees.

Learning Objectives:

• Evaluate the suitability of life company bonds as a trustee investment solution
• Analyse the technical structure and taxation of life company bonds held within trust arrangements
• Understand the benefits of onshore and offshore bonds as trustee investment

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Puma Investments - From concept to case file: Business Relief in 2026

Many advisers are increasingly working with clients who never expected to face an Inheritance Tax (IHT) liability. Frozen allowances, sustained growth in property and investment values, and forthcoming changes to the pensions landscape mean IHT is no longer a niche concern - it is fast becoming a mainstream planning issue for a far wider client base.

Business Relief (BR) can play a valuable role in mitigating IHT, but it sits within the highest risk and complex areas of financial advice. Advisers must balance the potential tax benefits with investment risk, client circumstances and vulnerability, robust governance, and the need to evidence good client outcomes under Consumer Duty.

In this webinar, Puma investments will explore how Business Relief can be used alongside other IHT planning strategies to support advisers in addressing increasingly complex client needs. Through legislative updates, key risk considerations and practical case studies, we will examine suitability, effective documentation of advice, and what good due diligence looks like when recommending BR solutions. The session is designed to help advisers approach Business Relief with confidence, clarity and focus on delivering demonstrably good outcomes for clients.

Learning Objectives:

• Apply Consumer Duty principles to BR
• Recognise which clients are now newly exposed to IHT and why
• Identify key suitability and risk considerations, including capacity for loss