Join us on 15 July for an exclusive webinar with Croner-i, where John Kelly, one of our wealth management consultants, will share valuable insights on pensions and Inheritance Tax mitigation.
Aimed at accountants, this webinar will help you:
- Understand current and upcoming changes to IHT, pension taxation, and reliefs.
- Advise clients on utilising allowances, exemptions, and gifting strategies to minimise IHT.
- Evaluate the use of trusts and pension structure for effective Inheritance Tax mitigation.
- Identify tax-efficient investment options with a focus on Business Relief and EIS opportunities.