Advising high net worth clients – estate planning in practice

This practical webinar provides a structured walkthrough of key estate planning strategies and considerations when advising high net worth clients, using a detailed case study to explore common complexities and planning opportunities.

You will develop greater confidence in identifying appropriate estate planning options and applying practical solutions to address inheritance tax exposure, family dynamics, business interests, and cross-border issues when advising HNW individuals.

Topics covered include:

• A large pension coming into the IHT net from April 2027
• Overseas assets – to do a foreign will or not?
• Business Interests
• A Blended family set up and preventing claims post death
• Lifetime trusts in existence and possibility for future trusts
• The case study will also examine gifts with reservation of benefit and his options in this respect and making use of deeds of variation and transferable nil rate band