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Case studies
November 2024
Post-Budget Case Studies
What do the recent Budget changes mean for inheritance tax planning?
Hugi Clarke, Partner, discusses a series of client case studies to explore the practical implications of the Government's proposed inheritance tax changes.
From Business Relief and AIM portfolios to pension planning, he highlights the key opportunities, risks and planning considerations advisers should be discussing with clients now.
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Video
Addressing the Noise: What advisers need to know about the current unquoted BR market
07 Sept 2026
46 minutes
Video
Foresight ITS Quarterly Performance and Portfolio Update Webinar
02 Sept 2026
38 minutes
Video
A New Era of IHT: Closing the advice gap
21 Jul 2026
72 minutes
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