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 refreshed perspective on advanced planning strategies and understand how small technical improvements can make a huge impact for clients and your business.
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.
• Retain assets under advice while supporting intergenerational wealth planning.
Speakers:
• Lee Old – Co-Founder of The Financial Planning Club, strategic advisor to financial planning businesses.
• John Humphreys – Business Development Manager at WAY Trustees Limited with 35+ years’ experience, helping advisers build long-term client relationships through trust planning.
Who Should Attend: Advisers looking to deepen their estate planning expertise, retain assets under advice, and offer more tailored intergenerational wealth solutions.