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Our latest episode of Horizons explores how inheritance tax (“IHT”) planning is entering a new era, with more estates exposed to IHT and a major intergenerational wealth transfer underway. As frozen allowances and policy changes pull more families into scope, the focus is increasingly shifting beyond individual clients to beneficiaries - and the impact their experience can have on long‑term adviser relationships and asset retention.
Bethany Dudley, Managing Director and Nel Isaac, Senior Strategic Partnerships Manager, discuss why beneficiary conversations have become critical, how advisers can position themselves as long‑term family advisers and where Business Relief (“BR”) fits into intergenerational planning.
Watch the episode below to learn how advisers can engage beneficiaries earlier, frame conversations around legacy and family outcomes and capitalise on this structural shift in IHT planning.
To find out more about how BR could support intergenerational planning for your clients, contact your local Business Development Manager.
