Provira [1], the UK’s largest and most established provider of inheritance and estate advances, is hosting 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.
With the inheritance tax landscape shifting fast, clients are feeling it. Since April 2025, new residence-based IHT rules have added complexity for long-term UK residents and cross-border families. From April 2027, unused pension funds will also be drawn into IHT, creating new planning challenges.
Even though probate times are improving, cash-flow pressure on estates hasn’t gone away. HMRC’s late-payment interest now sits at base rate + 4%, leaving advisers, solicitors, executors and beneficiaries facing tight deadlines and growing client anxiety. Whether supporting executors managing estate costs or beneficiaries waiting for their inheritance, timely access to funds can make a real difference.
Register Now [2] to attend on Thursday 5 February 2026 at 11.00am
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Join Provira, the UK’s largest provider of inheritance and estate advances, and an expert panel for a practical, insight-driven session that will help navigate these challenges with confidence.
The session will unpack when and how advances can ease liquidity pressure, share real-world case studies, and provide a clear referral checklist that can be used straight away.
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.
Host:
- Steve Gauke, Managing Director, Provira – market context, current liquidity challenges, case studies and practical guidance.
Expert speakers:
- Paul Radcliffe, Technical Lead, Laurelo – probate insights, real-world case studies, and practical strategies for managing estate delays.
- Evie Tucker, Financial Planner, Titan Wealth – complexities of inheritance tax (IHT), tax exposure and mitigation, wealth preservation strategies.
- Nicole Diamond, Financial Adviser, Titan Wealth – estate and inheritance tax planning, trusts, personal tax planning, cashflow modelling.
The webinar is aimed at those who advise clients on estates, inheritance or financial planning and will help 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 now [2] as places are limited but for those who can’t join live a link to the webinar will be shared with all registrants after the session ends. So, don’t miss out and register today.