Webinar Recording | Managing the impact of Inheritance Tax: key planning points

Whether you’re a business owner or an individual with valuable assets, these often represent a crucial part of your wealth, making their preservation for future generations a top priority.

With upcoming changes to Inheritance Tax (IHT) rules affecting businesses and pensions, and the inherent complexity of succession planning, it’s more important than ever to take a proactive approach centred around specialist advice.

In this session, our specialists covered:

• Upcoming changes to IHT thresholds and outline exemptions
• Estate planning techniques to help reduce your tax burden
• Practical steps to start mitigating IHT
• Client case studies

Our speakers

Our panel of experts discussed how careful planning can ease the transition of asset ownership and management to the next generation - ensuring your wealth and business are protected for years to come.