Explore effective IHT, pensions, and inheritance tax mitigation strategies to help you guide clients in protecting wealth, maximising tax efficiency, and ensuring smooth, tax-smart wealth transfer across generations.
What will I learn?
This webinar will help you to:
- Understand current and upcoming changes to IHT, pension taxation, and reliefs.
- Advise clients on utilising allowances, exemptions, and gifting strategies to minimise IHT.
- Evaluate the use of trusts and pension structures for effective inheritance tax mitigation.
- Identify tax-efficient investment options with a focus on business relief and EIS opportunities.
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