Following our national IHT Roadshow, we’re bringing advisers a concise, high-impact virtual round‑up of the biggest themes, challenges and burning questions raised by advisers across the UK.

If you couldn’t attend our roadshow events, this webinar brings together our estate planning experts alongside pension specialist Claire Trott to address the practical issues advisers are facing with their clients right now.

We’ll cover the most common and complex areas of estate planning, from navigating pensions to understanding the changes to Business Relief.

We’ll take a fresh look at the evolving tax landscape and share insights from hundreds of adviser conversations gathered across the UK.

Claire Trott

Director and Pensions Expert at Technical Connection

Nick Priest

Partner and Head of Strategic Partnerships

Andrew Baird

Associated Director, MCSI

‍Important notice

Important notice: This webinar is for investment professionals only. This webinar is for information only and does not form part of a direct offer or invitation to purchase, subscribe for or dispose of securities and no reliance should be placed on it. No reliance should be made on this content to inform any investment of tax planning decision.

This content contains information that is believed to be accurate at the time of publication but is subject to change without notice. The explanation of all of the tax rules set out have been written in accordance with our understanding of the law and interpretation of it at the time of publication.

Whilst care has been taken in compiling this content, no representation or warranty, express or implied, is made by Downing as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.