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April 2026
Horizons - Episode 3: Why beneficiary conversations are becoming more important
In this episode, Bethany and Nel explore how Inheritance Tax planning is shifting as more estates are brought into scope and wealth increasingly passes between generations.
They also discuss why beneficiary experiences now matter more than ever for advisers seeking to retain long‑term relationships and assets.
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Horizons - Episode 3: Why beneficiary conversations are becoming more important
15 Apr 2026
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Horizons - Episode 2: The changes to the Business Relief allowance and what this means for clients
04 Mar 2026
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