Horizon Series: Planning. Connected
Webinars
Horizon Series: Planning. Connected
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.
The cost of doing nothing
Webinars
The cost of doing nothing
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.
Real-world client scenarios
Webinars
Real-world client scenarios
The Triple Point team walk through practical Business Relief case studies, including planning around pensions, upcoming legislative changes, and how advisers can respond effectively.
How to have effective client conversations
Webinars
How to have effective client conversations
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.
Inheritance tax and Business Relief fundamentals
Webinars
Inheritance tax and Business Relief fundamentals
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.
The £5 million estate planning advice opportunity
News & Articles
The £5 million estate planning advice opportunity
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.
Estate planning for clients who want to retain access and control
Scenario
Estate planning for clients who want to retain access and control
In this client planning example, Jessica (aged 75) inherited her husband’s entire estate on his death and now has an estate worth £1.5 million.
Using the tax-free lump sum to reduce future pension exposure to IHT
Scenario
Using the tax-free lump sum to reduce future pension exposure to IHT
In this client planning example, Matthew (aged 70) needs advice on which assets to spend first.
IHT planning for clients with a power of attorney in place
Scenario
IHT planning for clients with a power of attorney in place
In this client planning example, Mariam is a widow in her mid-80s and can no longer make her own financial decisions.
Using Business Relief to pass on surplus assets more tax-efficiently
Scenario
Using Business Relief to pass on surplus assets more tax-efficiently
In this client planning example, Ali is 70 and has built up significant assets. He lives comfortably and does not need to draw an income from his investments.
IHT planning for clients with limited life expectancy
Scenario
IHT planning for clients with limited life expectancy
In this client planning example, Martha (age 85) is widowed and recently inherited her husband’s entire estate.
Ensuring full IHT exemption after the death of a spouse
Scenario
Ensuring full IHT exemption after the death of a spouse
In this client planning example, Sarah and Jane are married, are both in their early 90s, and both have two children from their previous marriages.
Horizon Series: Tax planning for life’s key events
Webinars
Horizon Series: Tax planning for life’s key events
Nick Bird, Regional Sales Director, explores how tax-efficient investments can help
investors plan for big life events.
Triple Point Estate Planning Service quarterly webinar – May 2025
Webinars
Triple Point Estate Planning Service quarterly webinar – May 2025
Faye Williams, Head of Retail Sales, and Steve Gordon, CCO – Private Credit, give
an update on the Triple Point Estate Planning Service.
Transform your estate planning experience
Webinars
Transform your estate planning experience
Nick Bird, Regional Sales Director, brings together technical expertise and practical
insights, sharing what successful advisers do differently.