A New Era of IHT Planning for Clients – Navigating the 2026 Tax Landscape

A New Era of IHT Planning for Clients – Navigating the 2026 Tax Landscape

The Great Wealth Transfer Begins

A new era of Inheritance Tax (IHT) planning is here. With the great wealth cascade of an estimated £7 trillion in assets already in motion, it has never been more crucial to help clients transfer wealth efficiently to the next generation. At the same time, advisers have a significant opportunity to strengthen long term client relationships as well as future proofing  their own business .

Join Our Expert Panel

Discover how to guide clients through this evolving landscape with confidence. Our expert speakers will explore:

• Starting the wealth transfer journey – helping clients open conversations and plan effectively.
• Identifying emerging client opportunities – uncovering new planning needs as the tax landscape shifts.
• Positioning your advice for the future – navigating changing tax rules and financial solutions for 2026 and beyond.

Prepare your clients and your practice for the next generation of IHT and wealth planning.

‘Breakfast’ Event | Hosted by the Birmingham PFS Committee -

Session One –

Title – a New Era of IHT Planning

Delivered by Matthew Quinn FPFS, Associate Director, Foresight Group.

The Learning Objectives are

1 .Examining the impact of the changing IHT landscape incorporating the further amendments in    December.

2.Gain practical insight into engaging clients earlier, retaining beneficiaries and closing the IHT advice gap with confidence.

3.Identify where Business Relief now fits within mainstream and intergenerational estate planning.

4.Understand how the business relief landscape is innovating due to younger clients investing larger sums for longer 

Session Two –

Title – Great Gifting Countdown 5,4,3,2,1

Delivered by Barry Michna DipFA - Training and Technical Manager ,Quilter Cheviot Technical Team.

Barry will explore the size, complexity and opportunities that Gifting to manage IHT presents.

The Learning Objectives are-

1 The great wealth challenge and the opportunity to plan for your clients and your business.

2 Consideration of client’s emotions .

3 Working with other Professionals – the opportunity for IFAs.

4 The growing problem of inheritance tax - exploring an alternative approach.