Arrival, lunch and drinks – 45 mins
Masterclass – 1 hour
Finish
IHT by Numbers
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available to you, helping you understand the numbers and the potential outcomes of different approaches.
Through practical examples, we’ll explore the four main ways an inheritance tax liability can be addressed: spending assets during your lifetime, gifting wealth to future generations, using trust-based planning strategies, and making use of insurance solutions.
By understanding the advantages, limitations, and potential tax implications of each option, you’ll be better equipped to have meaningful conversations with your financial planner and identify the approach that best aligns with your family circumstances, objectives, and legacy aspirations.
Ben Rogers
Ben believes the power of financial advice goes far beyond just investments and tax, and that, if done correctly, it has the power to transform lives. His passion for financial planning lies in providing clients with confidence and clarity around their finances that allows them to make better decisions for them and their family.
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Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
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