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On demand webinars and events

A New Era of IHT: Closing the advice gap

Following the success of our New Era of IHT roadshows, we share key research findings, practical guidance and adviser strategies explored during our nationwide events.

Whether you're looking to strengthen your intergenerational planning proposition, address common client concerns, or turn more IHT conversations into actionable outcomes, this webinar provides practical ideas you can take straight into client meetings. ​​​​​

You'll also learn more about Foresight's three leading BR solutions, each designed to cater to diverse client needs.

Learning outcomes:
  • Explain the key inheritance tax changes affecting clients, including reforms to pensions, Business Relief (BR), Agricultural Property Relief (APR) and AIM-based investments, and identify the potential impact on estate planning strategies
  • Assess the factors that commonly prevent clients from taking action on inheritance tax planning and evaluate how access, control and flexibility considerations influence client decision-making
  • Describe the role of Business Relief in modern inheritance tax planning, including its application in intergenerational wealth transfer, succession planning and mitigating inheritance tax liabilities
  • Assess common client scenarios and identify appropriate planning considerations when comparing Business Relief with alternative inheritance tax planning strategies, including gifting, trusts, pensions and AIM investments

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