The IHT Landscape Is Changing: What It Means for You and Your Clients
October 27 @ 10:00 am – 11:00 am
The IHT Landscape Is Changing: What It Means for You and Your Clients
Pensions have long played an important role in passing on wealth tax-efficiently. From 6 April 2027, however, most unused pension funds and death benefits will be brought within scope of inheritance tax, prompting advisers to revisit clients’ estate plans.
Join TIME Investments and ebi to explore the changing inheritance tax landscape, including the reforms to Business Relief, what they could mean for clients and how advisers can turn them into timely, valuable planning conversations.
Learning Objectives
1. Explain the key Business Relief and pension inheritance tax reforms taking effect in 2026 and 2027, and their implications for estate planning.
2. Assess how bringing most unused pension funds and death benefits into scope for inheritance tax may affect the role of pensions within clients’ estate plans.
3. Describe how Business Relief-qualifying investments may complement a broader investment portfolio, including the principal risks and eligibility considerations.
4. Identify clients whose estate plans may need to be reviewed, considering the reforms.
5. Apply the key considerations when discussing intergenerational wealth transfer and potential planning options with clients.
Structured CPD Applicable. For Financial Professionals Only.
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The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested.
Past performance is not necessarily a guide to future performance.
Tax laws may be subject to future change.
For Financial Advisers Only. This webinar is intended solely for individuals or entities that meet the professional client criteria as outlined in COBS 3 of the FCA Handbook. It is not intended for use by, nor should it be distributed to retail clients under any cir2cumstances.
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Brad Coldicott, Business Development Manager
Brad Coldicott is a Business Development Manager at ebi portfolios and holds the Level 4 Diploma in Financial Advice. He is responsible for developing relationships with new advisers and introducing them to the ebi proposition, ensuring a clear understanding of the firm’s investment philosophy and support offering.
Rupert Bloomfield, Senior Regional Business Development Manager
Rupert joined TIME in October 2021 and works alongside Ryan Coppard and Claire Fifield supporting advisers across the South East. Prior to joining TIME Investments, Rupert held roles at Octopus Investments, Goldman Sachs and VTB Capital.
Since Rupert started working in financial services in 2010 he has worked with a diverse range of clients, helping them add value to their businesses and clients. He is currently studying for his Level 4 Diploma in Financial Planning.
Outside of work, Rupert is a busy dad to a young daughter and when he finds the time he enjoys good food, wine and can occasionally be found jogging around Beckenham.