WEBINAR: Protecting and Preserving your Wealth

The proposed changes to Inheritance Tax due to take effect from April 2027 could have a significant impact on how wealth is passed on to future generations.

Following the success of our recent London event, we’re hosting a live webinar with Daniel Payne, Chartered Financial Planner at Wren Sterling, to explore what these changes could mean in practice and the planning opportunities available.

• Date: Tuesday 15^th September 2026
• Time: 10.00am – 10.30am
• Presentation: 15 minutes
• Live Q&A: 15 minutes

Can’t join us live? We will share an on-demand link following the event.

During the session, Dan will cover:

• The proposed changes to pensions and Inheritance Tax
• How the rules could affect individuals and families
• The potential impact on your estate and beneficiaries
• Practical planning considerations, including gifting, trusts and Business Relief
• How financial planning, legal structures and protection can work together to help preserve your wealth

The webinar will provide an overview of the key issues and help you understand the planning options available. Questions can be submitted throughout the session and will be addressed during the live Q&A.

All references to taxation are to UK taxation and are based on our current understanding of UK laws and HM Revenue & Customs’ practice as at April 2026. Tax and legislation are subject to change in the future. The Financial Conduct Authority does not regulate Tax Planning, Inheritance Tax Planning, Estate Planning, Will writing or Trusts. This information is for guidance only and does not constitute advice which should be sought before taking any action or inaction.