Accelerate Training Programme

Overview

Welcome to the Foresight Accelerate Training Programme.

Accelerate is a structured learning journey designed to help advisers deepen their understanding of key planning opportunities, investment solutions and evolving market developments.

The six week course combines expert-led educational sessions, practical case studies and technical insights to help advisers navigate an increasingly complex planning environment.

This dedicated resource hub provides everything you need throughout the programme, including session details, pre-reading materials, presentation slides, recordings and additional learning resources.

Whether you're preparing for an upcoming session or revisiting content at a later date, you'll find all programme materials in one place.

Why use Accelerate?

Navigate a new era of IHT planning

Major inheritance tax reforms are changing the planning landscape, creating new challenges and opportunities for advisers. Accelerate helps you understand the implications of these changes and build the knowledge needed to support clients with confidence.

Close the knowledge gap

Demand for inheritance tax planning support is rising, and many advisers are looking for greater expertise in Business Relief planning. Accelerate provides structured, practical learning designed to build both technical understanding and real-world confidence.

Benefit from a complete learning journey

Unlike traditional ad-hoc training, Accelerate offers a comprehensive, end-to-end development programme that takes you from foundational concepts through to practical application, helping you build lasting knowledge rather than isolated insights.

Phase 1: Invest

The Basics: Building a strong foundation in Business Relief

Supporting c.150 minutes of CPD

Week 1

Session overview: New Era of IHT Volume I

This 45-minute session brings Foresight’s New Era of IHT research papers to life, revealing how a rapidly changing inheritance tax landscape is reshaping client needs and adviser opportunities.

Drawing on the views of more than 250 UK financial advisers, the research explores why clients continue to delay action, how Business Relief is moving into the mainstream and why earlier, family-wide conversations could be critical to protecting both intergenerational wealth and long-term client relationships.

Delegates will leave with fresh insight, practical talking points, and greater confidence to turn growing IHT awareness into meaningful planning conversations. The full research series is available on our website for those who want to explore the findings in more depth.

Pre-reading materials

A New Era of IHT: Are UK investors sleepwalking into an era of wealth destruction?

A New Era of IHT: The next great growth engine?

Video content

Why beneficiary conversations are becoming more important

Recording

Click here to watch the recording.

Week 2

Session overview: The Fundamentals of BR - What/How/Why

This informative 45-minute session provides a comprehensive introduction to Business Relief, beginning with the policy rationale behind its introduction into legislation in 1976.

We will trace the key legislative developments through to the present day and explain how Business Relief operates for investors in practice. The session will also examine the principal barriers that prevent clients from beginning inheritance tax planning conversations and demonstrate how the structure and features of BR investments can help address these concerns.

Pre-reading materials

Foresight Guide to Business Relief

Video content

The changes to the Business Relief allowance and what this means for clients

Teams call - slides and recording

This content will be added for delegates following the call on 16 September 2026.

Phase 2: Build

Business Relief in principle: Client scenarios, segmentation and understanding BR recommendation process.

Supporting c.165 minutes of CPD

Week 3

Session overview: Client scenario and segmentation

This 45-minute session is designed to help advisers identify and prioritise opportunities within their existing client bank. Through a range of common client case studies, delegates will explore how effective segmentation can uncover planning needs, improve client outcomes and drive more meaningful conversations.

Using real-world examples, the session will demonstrate how to identify clients who may benefit from inheritance tax planning, intergenerational wealth strategies and other specialist solutions. Attendees will gain practical insights into creating targeted engagement strategies, recognising planning triggers and developing a structured approach to reviewing their client bank.

Pre-reading materials

An introduction to Replacement Relief

Workbook

Adviser Workbook: A step-by-step client review workbook that helps advisers uncover potential business relief opportunities within their existing client bank.

Teams call - slides and recording

This content will be added for delegates following the call on 24 September 2026.

Week 4

Session overview: Sustainability case clinic

This 45-minute session explores one of the most important aspects of advising on unquoted Business Relief investments: ensuring recommendations are suitable, robust and aligned to client objectives.

We’ll be joined by a member of your compliance team, who will share their perspective on the key considerations they look for when reviewing BR recommendations.

This will deepen understanding of the practical considerations surrounding unquoted BR, the session will examine the key risk factors, suitability criteria and common challenges encountered during the advice process.

Pre-reading materials

BR Investment and risk: A report with guidance from the FCA and regulatory risk review

Guidance from the advice policy, compliance or proposition team within the strategic partner on suitability reports and writing BR cases

Video content

The changes to pensions and what this means for your clients

Teams call - slides and recording

This content will be added for delegates following the call on 30 September 2026.

Phase 3: Grow

Theory to Practice: Understanding how to handle client objections and the technical nuances of BR

Supporting c.150 minutes of CPD

Week 5

Session overview: Theory to Practice

During this 45-minute session we will address 8 of the most common BR objections we know advisers receive from their clients.

We’ll explore three client scenarios in detail, each with distinct inheritance tax planning goals and objectives, and consider how BR could form part of an appropriate strategy.

You’ll hear how to position BR and overcome the 8 most common objections to leave the webinar with tools you can use in real life client conversations for the weeks and months ahead.

Pre-reading materials

A New Era of IHT: Business Relief has shifted and it's time for a change

Teams call - slides and recording

This content will be added for delegates following the call on 7 October 2026.

Week 6

Session overview: New Era of IHT Volume II: Hidden in plain sight - the wider benefits of Business Relief

This in-depth 60-minute session is designed to look beyond the fundamentals of unquoted Business Relief (BR) and develop a deeper understanding of its application in complex client planning scenarios. We’ll explore topical areas such as why the advice gap is starting to close, consumer duty and succession relief.

We’ll also discuss how the direct payment scheme can provide liquidity to clients before grant of probate and how using deed of variations and placing BR qualifying shares into Trust can support clients to regain their RNRB.