Estate Planning Moving Forward - A Two-Part Webinar Series

Written by Octopus Investments | Mar 28, 2025 4:41:20 PM

The recent Autumn Budget has reshaped the landscape of inheritance tax (IHT) planning, providing clarity on key reliefs while introducing potential changes to the treatment of pensions. In response, Octopus has launched this two-part on-demand webinar series to help navigate these updates and identify new estate planning opportunities for their clients.

Part One: Breaking Down the Budget’s Impact on Inheritance Tax

Recorded on 20 November 2024, the first session in this series focused on the immediate implications of the Budget for IHT planning. With confirmed support for longstanding reliefs like Business Relief (BR) and Agricultural Property Relief (APR), advisers have greater certainty when guiding their clients.

What's explored:

Covered the key changes to IHT and their potential impact on advisers and their clients.
Addressed common misconceptions around BR and APR.
Explored fresh estate planning opportunities arising from the Budget.
Featured a live Q&A session.

While the webinar was recorded in November, some deadlines and statistics may have since changed. However, the insights remain valuable for advisers looking to refine their estate planning strategies.

Part Two: Planning Ahead in a Changing Landscape

The second part of the series takes a deeper dive into estate planning strategies post-Budget. With new government consultations underway and further legislative changes on the horizon, advisers need to stay ahead of the curve.

What's explored:

The key post-Budget IHT consultations, their scope, and potential timelines for draft legislation.
The tax impact of acting now versus waiting for the new pension and BR rules.
Advanced client planning scenarios that emerged from the Budget.
A Q&A session addressing adviser queries.

Despite ongoing uncertainty, estate planning conversations shouldn't be delayed. Many strategies take time to implement effectively, and proactive planning can ensure clients make the most of available reliefs before any legislative shifts take effect.

Both webinar recordings are available on demand, offering advisers the opportunity to catch up at their convenience.

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