Lunchtime Webinar - Preparing for Upcoming Inheritance Tax Changes & Business Relief

Join Matthew Quinn FPFS (Foresight Group) for a practical and insightful session on guiding clients confidently through the evolving IHT and tax environment.

Matt is an Associate Director based in the West Midlands. Prior to Foresight, Matt worked at LV Retirement Solutions and Aviva and has over 20 years’ experience working in Financial Services. He has a degree from the University of Birmingham in Money Banking and Finance and is a Fellow of the Personal Finance Society.

In this session we will cover:

•    Using Business Relief (BR) to mitigate pension changes
•    IHT planning under Power of Attorney
•    Unquoted vs AIM portfolios
•    Business Relief and discretionary trusts
•    BR vs discounted gift trusts
•    Restoring the Residence Nil Rate Band for estates over £2m
•    BR planning pre and post business sale
•    Insured vs non insured BR solutions