The Evolving Landscape of Business Relief
Friday 14 August, 12:00 pm - 12:30 pm (UK time)
Digital
1/2 hours
Phil Payandee, Senior Business Development Manager, Puma Investments
#iht
#businessrelief
#estateplanning
From April 2027, pensions will sit within the estate for inheritance tax purposes, shifting how advisers assess suitability, risk and when discussing IHT planning options.
In this 30 minute CPD webinar, Phil Payandee – Senior Business Development Manager from Puma Investments, will cover the suitability and risk considerations arising from recent pension changes, including how advisers can assess, position and evidence IHT discussions in practice.
We’ll discuss real world considerations including:
- 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
Please note that this webinar is for investment professionals only.
Learning Objectives are:
- Interpret how recent IHT and Pension changes are reshaping client profiles.
- Apply practical planning strategies for clients reassessing their estate plans.
- Navigate common client scenarios and identify appropriate next steps.
Click here to register and to join this webinar: The Evolving Landscape of Business Relief Webinar
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1/2 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
Next
Tue 18 Aug, 9:30 am - 3:00 pm
In person
Ramside Hall Hotel