The proposed changes to the inheritance tax treatment of pensions are set to significantly reshape estate planning and succession discussions for many clients. While understanding the technical implications of these reforms is essential, advisers must also navigate the increasingly complex family dynamics that often influence decision-making.
This joint seminar brings together Russell Kaminski, Partner and Head of Private Client at Vault Private Client, and Blaise Davies, Director and Senior Financial Adviser at Neptune Wealth, to explore both the legal and practical implications of the proposed changes.
The session will examine how the reforms may affect:
- Estate planning strategies
- Wills and succession planning
- Lifetime gifting and wealth transfer
- Pension and inheritance tax planning
- Family governance and intergenerational wealth
Alongside the technical considerations, our speakers will address the realities of advising clients with blended families, vulnerable beneficiaries, differing expectations and complex family relationships. These factors are often central to effective planning and can be just as important as the legal and financial considerations.
Attendees will gain practical insights into collaborative working between legal and financial professionals, enabling them to deliver joined-up advice that reflects both the evolving legal framework and the human factors underpinning successful wealth planning.
Who should attend?
This seminar is designed for solicitors, financial advisers, accountants and other professional advisers who wish to better support clients in an evolving landscape of pensions, inheritance tax and family wealth planning.