KEYNOTE PLENARY: ESTATE PLANNING MOVING FORWARD: TAKING THE NEXT STEPS IN UNTANGLING INHERITANCE TAX | SPONSORED BY OCTOPUS INVESTMENTS
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Keynote
The recent Autumn Budget has prompted advisers to reassess their clients' estate planning strategies and has initiated a series of government consultations on the new legislation. Despite these ongoing consultations and the uncertainties they bring, it's crucial to start new estate planning conversations now, as many strategies take time to fully realise their benefits.
What you will takeaway from this session:
- An overview of the key post-Budget inheritance tax consultations, what they cover, and when they may finish. Including when we may likely see draft legislation.
- The tax impact of acting now vs when the new pension and BR rules come into play.
- A deep dive into new client planning scenarios that arose from the Budget.
