Join us on Tuesday 10th March for this 1.5-hour session and enhance your understanding of Business Relief with experts from Verve, Foresight and Puma.

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Foresight: Closing the IHT advice gap - Business Relief and Intergenerational Planning

Inheritance Tax is fast becoming one of the biggest planning challenges advisers and their clients face. Frozen allowances, rising asset values and structural reform mean more families than ever are being pulled into the IHT net. Our latest research shows advisers are talking about IHT more frequently, yet a persistent advice gap remains, with many clients still failing to act despite recognising the problem.

Crucially, IHT is no longer just a “client issue”. Beneficiaries are increasingly inheriting wealth while already facing their own future IHT exposure, turning estate planning into a multi-generational challenge. This raises an important question for advisers: how do you engage families and beneficiaries earlier, and what tools can help structure those conversations more effectively?

This webinar explores these questions through the lens of our research. Foresight will examine why inaction persists, how adviser conversations are evolving beyond the individual client, and how intergenerational planning is reshaping the role of Business Relief. As younger clients hold assets for longer and families seek flexibility alongside control, the BR market itself is innovating, creating new opportunities for advisers who are prepared to adapt, engage earlier, and plan across generations.

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Learning Objectives:

• Examining the impact of the changing IHT landscape, including the further amendments in December
• Gain practical insight into engaging clients earlier, retaining beneficiaries and closing the IHT advice gap with confidence
• Identify where Business Relief now fits within mainstream and intergenerational estate planning
• Understand how the business relief landscape is innovating due to younger clients investing larger sums for longer

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Puma Investments: From complexity to clarity - Rethinking IHT planning with unquoted BR for families and business owners

This session provides an overview of how Business Relief (BR) can be incorporated into individual, family, and business owner planning. With pensions now forming part of the taxable estate and the £2.5 million BR allowance affecting more planning cases, advisers must revisit existing strategies and find new opportunities for holistic estate planning.

For corporate clients, BR planning has become increasingly important. Surplus cash held within trading companies is common, yet often overlooked as an excepted asset that can jeopardise BR qualification. This session explores when Corporate BR may be appropriate and how these solutions work in practice.

The session includes case-based discussion, market insight, and practical considerations for advisers navigating the expanding BR landscape.

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Learning Objectives:

• Understand how BR applies in today’s planning environment
• Identify the impact of excepted assets and surplus cash on qualification
• Recognise when collaboration with accountants and solicitors adds value

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