Available on demand
From rule changes to real‑world planning:
the new IHT landscape
30 minutes
Watch on demand
The recently passed Finance Act confirmed that pensions will form part of a person’s estate from April 2027 and finalised the structure of the allowance. While Financial Advisers now have much‑needed certainty over the direction of travel as these changes move from legislation to implementation, attention is turning to what this means in practice. Significantly, how advisers can best support clients as they reassess pensions, estate planning and alternative strategies.
Building on our well‑attended webinar earlier this year, Jessica Franks, Commercial Director and Tax Specialist at Puma Investments, together with Farida Nurbhai, Senior Internal Sales Manager, focus on what advisers can be doing now that the legislation is confirmed. The session will explore how adviser thinking is evolving, the questions clients are raising, and the practical steps advisers can take today.
What's covered:
- Practical planning routes for clients reassessing pensions this year
- How to approach common client scenarios in light of the changes
- Suitability and risk considerations when discussing IHT planning options
Similar webinars that may interest you
This webinar is for investment professionals only.
The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.
Continuing professional development
Continuing professional development (CPD) is an essential requirement for all financial advisers. The FCA states that all advisers must complete a minimum of 35 hours of relevant CPD each year with at least 21 hours being structured learning. Structured learning activities can include seminars, lectures,
Risk factors
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.