Estate planning moving forward

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

This on demand webinar was recorded on 20 November 2024. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

You can still submit questions, but these won't be answered in the Q&A. Instead a member of our team will get in touch with an answer.

The Autumn Budget has laid a clearer path for clients and their inheritance tax planning, ending any speculation.

With changes planned to the inheritance tax treatment of pensions, and confirmed support for longstanding reliefs from inheritance tax, we'll break down what we know now and what isn't yet known. And we'll be unpacking what it all means for your clients, exploring new inheritance tax planning opportunities.

In this webinar we:

• Covered the key changes to inheritance tax and what they could mean for clients and your business.
• Clarified some of the misconceptions surrounding changes to Business Relief (BR) and Agricultural Property Relief (APR).
• Explored new client planning opportunities arising from the Budget.
• Hosted a Q&A session where we'll answer your questions live.

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].