by Mollie Wilcox | Jul 16, 2025 | Watch again
Webinar: Mind the Gap – Are You Missing Key IHT Opportunities? What You’ll Learn: • Apply IHT legislation more efficiently in client planning. • Navigate proposed changes to Pension and Business Relief laws. • Use multiple trusts to create robust estate plans....
by Mollie Wilcox | Jul 2, 2025 | Uncategorized
Are your IHT planning strategies as sharp as they should be? This session explores the knowledge gap many Advisers face around Inheritance Tax and Trust Planning. With upcoming legislative changes, it’s essential to future-proof your approach. You’ll gain a...
by Mollie Wilcox | Jul 2, 2025 | Watch again
The Financial Planning Podcast, host Lewis Byford is joined by Liz Beavis, Managing Director and Financial Planner at Financial Management Bureau. Since joining the business in 1999, Liz has climbed the ranks to MD while qualifying as a financial adviser,...
by Mollie Wilcox | Jun 17, 2025 | News
The recent Budget proposals relating to Inheritance Tax (IHT) reform have once again drawn attention to the critical importance of proactive estate planning. While many Advisers have rightly focused on lifetime gifting and NRB strategies, there remains a pervasive...
by Mollie Wilcox | Apr 28, 2025 | Uncategorized
BEST Foundation, The Inspiration & Innovation Conference 3.0 📆 Tuesday 13th May 2025⌚ 9am – Late📍 Edgbaston Stadium,...
