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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
A New Era of IHT: Closing the advice gap
21 Jul 2026
72 minutes
Video
The UK Long Term Residence regime and how it has transformed the previous “non-dom” tax landscape
15 Jul 2026
60 minutes
Video
Preparing for 2027: Pensions, IHT and planning considerations
08 Jul 2026
59 minutes
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