Evolving IHT Landscape - Seismic Changes, Epic Opportunities
Join us for our December 2026 in-person CPD and Networking event.
We will be hosting Martin Perret, a Senior Business Development Manager from Puma Investments, discussing the key changes announced in the Autumn 2026 Budget and all things Business Relief.
We will also be hosting Gareth Davies, Pensions Expert from Scottish Widows, discussing all things Pensions from April 2027!
We will also be hearing from our very own, Robert Boland, PFS Education Ambassador and Insurance Institute of Coventry Education Officer, on the importance of financial education and how financial education can help bridge the gap in advice and talent across Financial Services.
A light lunch will be provided!
For bookings, please visit: Evolving IHT Landscape - Seismic Changes, Epic Opportunities | Personal Finance Society | PFS
Session 1: The Evolving IHT Landscape and the Importance of Business Relief Investments within Estate Planning - Martin Perrett, Puma Investments
- Understand any changes announced in the Autumn 2026 budget relating to Inheritance Tax
- Understand the history and key principles of Business Relief
- Recognise opportunities where Business Relief could be suitable for clients
- Identify key due diligence considerations when researching and recommending Business Relief solutions
Session 2: Bridging the Advice and Talent Gaps through Education - Robert Boland FPFS, PFS Education Ambassador and Insurance Institute of Coventry Education Officer
- Recognise why early financial education is critical to long term financial wellbeing
- Identify how involvement benefits individuals and local communities
- Understand how education outreach can bridge both the advice and talent gaps in Financial Services
Session 3: A Seismic change and epic opportunity - Gareth Davies, Scottish Widows
- Reflect on the current and upcoming pension and Inheritance Tax (IHT) changes
- Explore actions advisers can take ahead of the 2027 legislative changes
- Discuss the importance of regulated financial advice in retirement planning
Venue
CII Accredited
