Register now [1] to attend on Thursday 5 February 2026 at 11.00am
Join Provira, the UK’s largest provider of inheritance and estate advances, for an informative webinar exploring estate liquidity under the new IHT rules and how to protect and support clients in the face of delays, interest and 2027 changes.
Host, Steve Gauke will be joined by an expert panel as they deliver a practical session covering:
- When inheritance and estate advances are appropriate, and how they really work in practice.
- What the current rules mean and some practical steps you should take to stay compliant and support clients effectively.
- Three common triggers for an advance, including paying IHT to obtain the grant, supporting dependants, or funding essential works before a sale.
- How to compare the cost and benefit of an advance versus HMRC instalments or late-payment interest.
- How inheritance advances can help beneficiaries access funds sooner, without waiting for probate to complete.
- How to apply a simple suitability checklist that aligns with professional obligations
Guest speakers:
Paul Radcliffe, Probate expert, Laurelo
Evie Tucker, Financial Planner, Titan Wealth
Nicole Diamond, Financial Adviser, Titan Wealth
If you advise clients on estates, inheritance or financial planning, this session is for you. Join fellow financial advisers, planners, brokers, and private-client solicitors to stay ahead of new tax and probate rules — and learn practical ways to keep client plans on track when delays or cash-flow challenges arise.
Register today [1] as spaces are limited.
