Getting estate planning right

Estate planning isn’t something you do overnight.   

Getting it right takes time and care. And – given the complexity of inheritance and estates – it’s easy to feel overwhelmed to begin with.  

But with more than £47 billion set to be collected in the next five years¹, the worst option is to put off your estate planning or avoid the conversation with your financial adviser altogether.   

This is why we’re hosting a webinar that both you and your financial adviser can join. It will give you the opportunity to fully understand inheritance tax and the key ways to plan for it, including Business Relief.   

We’re hoping this webinar will help you feel confident in your estate planning conversations with your financial adviser and bring Business Relief investments to life for you.   

  The studio webinar will cover:   

• Common myths and pitfalls surrounding inheritance tax.  
• Your options to plan for inheritance tax – key approaches and their benefits and drawbacks.  
• Understanding how Business Relief works and why it exists.   
• Hear from a peer and their financial adviser about how they’ve approached estate planning and Business Relief.   
• The underlying real-life companies within our Business Relief products. 

Key risks to keep in mind: 

• The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. 
• Tax treatment depends on individual circumstances and could change in the future. 
• Tax relief depends on portfolio companies maintaining their qualifying status. 
• The shares of unquoted and AIM-listed companies could fall or rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell. 

¹ The Office for Budget Responsibility (OBR), November 2023.