Inheritance Tax is fast becoming one of the biggest planning challenges advisers and their clients face. Frozen allowances, rising asset values and structural reform mean more families than ever are being pulled into the IHT net. Our latest research shows advisers are talking about IHT more frequently, yet a persistent advice gap remains, with many clients still failing to act despite recognising the problem.
Crucially, IHT is no longer just a “client issue”. Beneficiaries are increasingly inheriting wealth while already facing their own future IHT exposure, turning estate planning into a multi-generational challenge. This raises an important question for advisers: how do you engage families and beneficiaries earlier, and what tools can help structure those conversations more effectively?
This webinar explores these questions through the lens of our research. We’ll examine why inaction persists, how adviser conversations are evolving beyond the individual client, and how intergenerational planning is reshaping the role of Business Relief. As younger clients hold assets for longer and families seek flexibility alongside control, the BR market itself is innovating, creating new opportunities for advisers who are prepared to adapt, engage earlier, and plan across generations.
Learning objectives
- Examining the impact of the changing IHT landscape, including the further amendments in December.
- Gain practical insight into engaging clients earlier, retaining beneficiaries and closing the IHT advice gap with confidence.
- Identify where Business Relief now fits within mainstream and intergenerational estate planning.
- Understand how the business relief landscape is innovating due to younger clients investing larger sums for longer
Booking process
Once you have booked for this webinar, you will immediately receive a booking confirmation email. You will then be sent a further email around 24-48 hours before the webinar with the link to join from customercare@gotowebinar.com