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Estate planning moving forward: Taking the next steps in untangling inheritance tax
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INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Estate planning moving forward

Taking the next steps in untangling inheritance tax

Overview

Date Thursday, 27th February 2025, 10:00am Duration 1 hour

Register to attend

This webinar is for professional advisers and paraplanners only. Not to be relied upon by retail clients.

The recent Autumn Budget has prompted advisers to reassess their clients' estate planning strategies and has initiated a series of government consultations on the new legislation. Despite these ongoing consultations and the uncertainties they bring, it's crucial to start new estate planning conversations now, as many strategies take time to fully realise their benefits.

In part two of our estate planning webinar series, we will delve deeper to help you understand how a combination of Business Relief (BR) and other estate planning strategies could be suitable for your clients in the post-Budget landscape.

If you weren't able to join part one of our estate planning webinar series you can watch the recording here.

If you're having issues signing up, please email [email protected].

What will be covered:

  • An overview of the key post-Budget inheritance tax consultations, what they cover, and when they may finish. Including when we may likely see draft legislation.
  • The tax impact of acting now vs when the new pension and BR rules come into play.
  • A deeper dive into new client planning scenarios that arose from the Budget.
  • A Q&A session where we’ll answer any questions you have. 

Key risks to bear in mind:

  • The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest.
  • Tax treatment depends on individual circumstances and tax rules could change in the future.
  • Tax relief depends on portfolio companies maintaining their qualifying status.
  • The shares of smaller and unquoted companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.

By registering, your personal data will be processed by Octopus Investments (OI) in accordance with our Privacy Notice. You can opt-out from marketing communications at any time by emailing [email protected].

Our speakers

Toyin Oyeneyin

Toyin Oyeneyin

Tax Product Specialist
Sabrina Corrigan

Sabrina Corrigan

External Business Development Manager