 | Date: Thursday 26 February |
 | Time: 12pm to 12.30pm |
Families in the UK paid a record £8.2 billion in IHT in the financial year 2024/25 – more than double the £3.83 billion paid in 2014/15.¹ With frozen IHT thresholds until 2031 and new rules bringing pensions into scope for IHT, it can be challenging to know how your plans might be affected.²
But estate planning doesn’t have to feel daunting. In just 30 minutes, we’ll break down:
- IHT and the importance of planning ahead
- Proven tactics to manage IHT
- How pensions and trusts can work for you
- Recent and upcoming changes to IHT
Don’t let complexity erode your wealth. Register now to turn uncertainty into confidence.
Can’t attend?
No problem. If you register, we’ll send you the recording afterwards.
Hosts:
Imogen Congdon
Associate Director, Wealth Manager
An experienced wealth manager, Imogen has chartered status and is a member of the Personal Finance Society. She specialises in developing financial plans for private clients – including pensions, IHT, and tax efficiency – using dynamic cashflow forecasting to align clients’ wealth with their goals.
Imogen also advises business owners on exit strategies and collaborates with family lawyers on divorce-related matters.
Joseph Smith
Director, Wealth Manager
Joe has been advising clients since 2010, specialising in providing financial advice on inheritance tax, pensions, investments and trusts to private individuals in the UK.
Alongside working with clients on their long-term planning strategies, Joe leads one of RBC Brewin Dolphin’s five London cohorts and is passionate about developing teams that build long-term relationships with clients through advice-led service.
1 HMRC IHT receipts
2 HMRC IHT thresholds
The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy. Opinions expressed in this video are not necessarily the views held throughout RBC Wealth Management.