Webinar: Practical steps to manage your inheritance tax

Views & insights

In this webinar, Divisional Directors, Michelle Holgate and Charlotte Tattersall, share some steps you can take to minimise your inheritance tax bill.

Register
Date: Tuesday 28th January
Time: 12pm – 12:30pm
Location: Online

Changes to the inheritance tax (IHT) pension legislation in the 2024 Autumn Budget could see an additional 10,000 estates become liable for IHT when the measures come into play in 2027, and an estimated 40,000 estates will be hit by higher IHT bills1.

With some pensions due to fall within the scope of IHT and those with significant business assets such as working farms also being impacted, taking planning action now could help you manage the impact on your estate.

Without a plan, you risk IHT depleting your legacy, but estate planning can be complex. In this webinar we’ll explore:

  • How IHT works and the importance of planning ahead
  • Methods of managing IHT
  • How to make tax-efficient lifetime gifts
  • The role of pensions and trusts in estate planning
  • Recent and upcoming changes to IHT

If you can’t make this date, please go ahead and register, and we’ll send you the recording.

Hosts: Michelle Holgate and Charlotte Tattersall

Michelle Holgate

Michelle Holgate

Michelle has 20 years’ experience specialising in providing financial advice on IHT planning, pensions, investments, and trusts to high-net-worth clients across the UK. She’s passionate about increasing the understanding of financial planning and a number of her articles can be found in both the national and local media covering IHT, tax planning opportunities and charitable giving.

Charlotte Tattersall

Charlotte Tattersall

Charlotte has been in the financial services industry for over 10 years and is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. She specialises in advising high-net-worth entrepreneurs and business owners on investment planning, pension planning, IHT,  and cash flow modelling.

  1. Money Saving Expert: Autumn Budget 2024: Pensions to be subject to inheritance tax ↩︎

The value of investments can fall and you may get back less than you invested. RBC Brewin Dolphin is not a tax specialist and this does not constitute tax 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.

Register

Complete the form below to register for the webinar.

The value of investments and any income from them can fall and you may get back less than you invested.