TALK: Shaping the new business relief landscape (featuring Foresight)

Financial Advisers

Advice Firm Owners

Paraplanners

Our TALK webinars are designed to be an open forum, conducted in a Q&A style for lots of engagement.

AGENDA:

Please note, this webinar will start at 11:02 as we observe a two minutes silence for Remembrance Day.

IHT receipts are set to increase by 72% over the next 5 years – increasing from £8.3bn to £14.3bn.
This is due to a perfect storm of pensions being brought into the estate for IHT purposes, asset values going up with inflation and the NRB and RNRB remaining fixed for an additional two years. It’s safe to assume that if advisers have clients with an IHT liability now, in two or three years it’s only going to be worse and the number of clients with estate planning requirements will rise.This session will explore how the market has shifted, the client trends emerging as a result, and how Business Relief managers are adapting to the change to match clients.

  • Understand the market dynamics driving the projected 72% increase in IHT receipts over the next five years and the key factors contributing to this trend.
  • Identify emerging client trends in estate planning and recognise how inflation, frozen allowances, and pension changes are impacting client needs.
  • Explore how Business Relief managers are evolving their solutions so you can better match the right strategies to your clients’ changing circumstances.

Tuesday 11th November

11:00 - 12:00

Online

1 hour CPD

Free

FEATURING:

Book Your Place

SPEAKERS:

Alasdair Wilson

Investment Specialist

Nel Isaac

Senior Strategic Partnerships Manager