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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
An introduction to Business Relief (BR)
07 Oct 2026
1 minute
Video
Business Relief and Trusts: What advisers need to know
07 Oct 2026
57 minutes
Video
Addressing the Noise: What advisers need to know about the current unquoted BR market
07 Sept 2026
46 minutes
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