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    Home / Professional Connections / Guiding clients through IHT: P…

    Professional Connections

    Guiding clients through IHT: Pensions and Inheritance Tax mitigation

    Join us for an exclusive webinar in partnership with Croner-i.

    Secure your place today
    15 July 2025
    2.00pm
    Online
    Adviser talking to an accountant

    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.

    Secure your place today.