Available on demand
Upcoming IHT rule changes:
What advisers need to know | February 2026
30 minutes
Watch on demand
With major inheritance tax reforms arriving over the next two years - released across multiple Budgets, draft Finance Bills and last minute guidance at the end of last year - it’s becoming increasingly challenging for advisers to stay on top of what’s changing, when, and how it affects client planning.
Join Jessica Franks, Puma Investments Commercial Director and Tax Specialist, together with Jenny Hunt and John Oliver, in this special edition Structured CPD webinar. Understand everything you need to know in just 30 minutes
What's covered:
- The new £2.5m Business Relief allowance - including the spouse transfer provisions announced in December 2025
- The inclusion of pensions in the IHT net from April 2027 - a shift expected to almost double IHT receipts and bring far more estates into scope
- AIM vs unquoted BR - what changes in April mean for timing decisions, replacement relief and ISA considerations
- Residence Nil-Rate Band pressures - especially for clients whose pension values could suddenly push them above the £2m taper threshold “overnight”
- Multi-strand planning strategies - combining BR, gifting, trusts and pension decisions
- Client scenarios - identify which clients need attention now and how best to approach those conversations
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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.