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Why advisers can’t ignore the growing estate planning advice opportunity
Triple Point explains why the increased need for estate planning strategies should include investments that use Business Relief for inheritance tax exemption.
Two recent adjustments to the Business Relief allowance coming into effect in April 2026 mean that it could be a solution suitable for a significant number of clients.
The Triple Point team walk through practical Business Relief case studies, including planning around pensions, upcoming legislative changes, and how advisers can respond effectively.
Connect the dots across your client’s financial journey - from building a retirement fund to planning for life’s key events and leaving a lasting legacy.
Lucy Dolan explores how upcoming pension rule changes could increase clients’ IHT exposure, sharing worked examples and practical steps advisers can take now to prepare.
In this session, Nick Bird shares proven techniques for better estate planning discussions, including practical tips to help advisers educate, motivate, and connect more effectively with clients.
Shayan Saedi and Georgie Campbell provide a practical introduction to inheritance tax (IHT), covering key Autumn Budget 2024 changes and explaining how Business Relief works, where it fits, and associated risks.
