Adviser Briefing: Summer Webinar Series

Overview

This summer, we're hosting a series of webinars, bringing together expert speakers across policy, tax and professional practice to help advisers navigate a changing Business Relief (BR) landscape.

Each session will offer clear, practical insight into key developments, highlighting what’s changing, what remains uncertain and how advisers can adapt their approach.

As the BR environment becomes increasingly complex, this series offers a valuable opportunity to hear directly from specialists in their field, equipping you with the knowledge and perspective needed to support robust, forward-looking client strategies.

Additionally, learn more about Foresight's three leading BR solutions, each designed to cater to diverse client needs.

Uncool Brittania – where next for politics and economics?

Tuesday 16 June | 10-11am

With Rebecca Harding, Senior Fellow of the British Foreign Policy Group

Rebecca Harding, a leading authority on international trade economics, will host a timely Q&A exploring the UK’s political and economic outlook.

The discussion will reflect on Labour’s first two years in power before examining what lies ahead - from the disconnect between the real economy and market performance, to the implications of geopolitical tensions, UK growth prospects, and the drivers behind today’s political volatility.

Rebecca's experience

Dr. Rebecca Harding is CEO of the Centre for Economic Security and a leading authority on international trade and geoeconomics. She serves in strategic advisory roles including as Chief Economic Adviser to the Defence Security and Resilience Bank Development Group and Head of Investor Relations at Sovereign Resilience Finance.

Harding has built three data businesses in trade, sustainability and economic security. Her career includes positions as Senior Research Fellow at the British Foreign Policy Group, Head of Corporate Research at Deloitte, and Senior Fellow at London Business School. She served as Chief Economist at UK Finance and has advised the UK’s Treasury Select Committee.

She authored "The World at Economic War: How to Rebuild Security in a Weaponized Global Economy" (2025),recommend by the FT’s Martin Wolf as one of the top books of 2025, and co-authored several books on trade and geostrategy, including “The Weaponization of Trade: the Great Unbalancing of Politics and Economics” (2017).

Preparing for 2027: Pensions, IHT and planning considerations

Wednesday 8 July | 10-11am

With Rebecca Vahey, Head of Public Policy at AJ Bell

Explore the evolving role of pensions within IHT planning ahead of their inclusion from April 2027.

The session will provide an overview of the latest developments, what has been confirmed and where uncertainty remains, alongside the practical implications for advisers and their clients - including how planning conversations may need to adapt and the options available for utilising tax‑free cash.

Rachel's experience

Rachel is Head of Public Policy at AJ Bell, helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for their website.

The UK Long Term Residence regime and how it has transformed the previous “non-dom” tax landscape

Wednesday 15 July | 10.30-11.30am

With David Goepel, Head of Private Client International at Edwin Coe

This webinar will provide a recap of the UK’s new tax regime for internationally connected individuals - introduced in the October 2024 Budget - and outline how it is working in practice.

David will cover the key features of the reforms, their implications for non-domiciled individuals and share insights to help inform adviser conversations and client strategies.

David's experience

David is a partner in the Private Client team and is Head of Private Client International. He acts for a wide range of private clients, including high net worth and ultra-high net worth individuals and trustees and deals with a broad range of private client trust and tax work, both onshore and offshore.

Much of David’s time is spent in advising private clients on cross-border issues, including the co-ordination of advice in a number of different jurisdictions.

David is particularly interested in the field of charities and philanthropy. He has advised a number of UK charities both national and local on a variety of legal issues, including the powers and duties of charity trustees, tax issues affecting charities and dealings with the Charity Commission and other regulators. David also has extensive experience of advising charitable donors, often in a cross-border context, in establishing and registering family charitable foundations and facilitating cross-border charitable gifts tax efficiently. He also works with colleagues in other practice areas across the firm to meet the full range of legal services which charities require.

David has lectured and written on a diverse range of legal topics affecting charities, including the changes introduced by the Charities Act 2006, the impact of the substantial donor rules on charity fundraising, the uses of US/UK dual qualified charities in cross-border planning, and developments in the European context in facilitating international charitable giving.

David joined Edwin Coe as a partner in January 2009 and became Head of Private Client International in 2023.