Join us for our upcoming Utmost Insights Webinar: Expanding your IHT Toolkit

Inheritance Tax planning remains a key focus for many high-net-worth clients seeking to pass wealth efficiently to future generations while maintaining an appropriate degree of access and control.

Join Steve Sayer as he explores a range of practical strategies that can help advisers broaden their inheritance tax planning toolkit and navigate increasingly complex client needs.

Hosted by Marc Acheson, Global Wealth Specialist, this session will examine:

How investment bonds can be used alongside trusts to help mitigate Inheritance Tax while retaining access where required.

Using contract law to make gifts to individuals with limited access, thereby providing a valuable additional IHT planning vehicle to traditional trusts and Family Investment Companies (FICs).

How life assurance can be used to provide liquidity for a future IHT liability, together with the opportunities and limitations for wealthy clients.

Practical considerations when discussing these solutions with clients and how to explain complex planning concepts in a clear and understandable way.

Whether you are looking to expand your knowledge of IHT planning solutions or enhance your client conversations around wealth transfer, this webinar will provide valuable technical and practical insights.

We hope you can join us for what promises to be an engaging and informative session!

Expanding your UK IHT toolkit