The IHT Landscape Is Changing: What It Means for You and Your Clients

On-demand webinar

This webinar has now taken place. Watch the recording below at a time that suits you.

Pensions have long played an important role in passing on wealth tax-efficiently. From 6 April 2027, most unused pension funds and death benefits will come within the scope of inheritance tax, so many advisers are revisiting their clients’ estate plans.

In this recorded webinar, Brad Coldicott of ebi and Rupert Bloomfield of TIME Investments look at the changing IHT landscape. They cover the reforms to Business Relief, what the changes could mean for your clients and how you can turn them into timely planning conversations.

This webinar has now taken place. Watch the recording below at a time that suits you.

This webinar was recorded on 27 October 2026.

What this webinar covers

• The key Business Relief and pension inheritance tax reforms, and what they mean for estate planning.
• How bringing most unused pension funds and death benefits into scope for IHT may change the role of pensions in clients’ estate plans.
• How Business Relief-qualifying investments may complement a broader portfolio, including the main risks and eligibility considerations.
• How to identify clients whose estate plans may need reviewing in light of the reforms.
• Key considerations when discussing intergenerational wealth transfer and planning options with clients.

Presented by

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, TIME Investments

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.

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This webinar was originally delivered as a structured CPD session. The recording is provided for information only and does not qualify for structured CPD.

This webinar was recorded on 27 October 2026. References to legislation, taxation and regulation reflect the position at the time of recording.