Webinar | Managing tax on your assets and passing on wealth efficiently

Inheritance Tax (IHT) rules are changing, and more estates are likely to be affected in the years ahead. Two major changes are already underway; from 6 April, IHT relief on some investments has been halved, and from April 2027, pensions will form part of the IHT calculation. Together, these represent some of the most significant estate planning changes in recent years.

Join our specialists as they explore the key considerations around asset ownership, tax exposure and succession, helping you plan ahead with greater clarity and peace of mind. The session will also highlight why a joined-up approach to structuring and passing on your assets is becoming increasingly important.

Wednesday
22 July
11:00am

In this session, we will cover:

Understanding your current and potential IHT exposure
A breakdown of the key IHT rules, upcoming changes and planning considerations
The benefits of lifetime gifting & using trusts
Structuring your assets to improve tax efficiency
Practical strategies for preserving and passing on wealth

Details & timings

Date
Wednesday 22 July 2026

Format and timings
11:00 Start
12:00 Finish
(There will be a Q&A session at the end.)