Join our ever-popular GROW webinar for a varied range of CPD, all in one go!
As clients continue to seek alternatives to pensions and traditional tax wrappers, Venture Capital Trusts (VCTs) are becoming a far more mainstream planning tool. But while demand is increasing, many advisers still face challenges when positioning VCTs, particularly around risk, liquidity, and suitability.
In this interactive session, Foresight moves beyond the theory and focuses on real-world client conversations. Together with Nel Isaac, explore three of the most common planning scenarios where VCTs play a strong role, and you’ll see a step-by-step demonstration of how to address typical objections in each case, from concerns about volatility and exit options to questions on value, charges, and long-term performance.
Also look ahead to the future of the VCT market. With tax relief changes arriving in 2026, unpack why VCTs continue to be relevant, the types of clients who will benefit most, and how advisers can position the opportunity confidently and compliantly.
Inheritance tax is one of the most complex and emotionally charged areas of financial advice - and with recent Budget changes bringing more estates into scope, demand for IHT planning has never been higher. But delivering high-quality, personalised IHT advice at scale remains a challenge for most firms.
In this session, Jack Allington - a Chartered Financial Planner now leading product at Marloo - will share practical ways advisers and paraplanners can use AI to enhance their IHT planning process. From capturing complex family structures in client meetings, to drafting clear suitability letters that explain trust arrangements in plain English, Jack will demonstrate real examples of how AI can help firms deliver better IHT outcomes without adding to the admin burden.
Whether you're just starting to explore AI or already experimenting, you'll leave with actionable ideas you can apply immediately.
.png)
.png)
.png)
.png)
.png)
