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Inheritance Tax essentials

Your questions answered

As a valued client, we'd be delighted if you could join us for our next AFH Wealth Webinar, which is offered to you as one of the benefits of your service with us. This much-anticipated session is part of our popular series of enlightening online seminars and will focus on Inheritance Tax (IHT) – a subject that has been highly requested by previous attendees.

We’ll be answering a wide range of questions that viewers have asked us about IHT, which include:

  • the implications of pensions becoming liable to the tax
  • using gifts as effectively as possible
  • intergenerational wealth planning.

Former BBC presenter Mark Foster will be joined once again by AFH’s Chief Advice Officer Austin Broad. For this insightful webinar, both will be joined by independent financial adviser for AFH, Steph McMahon.

Webinar agenda

  1. 1

    What IHT is and how it works

  2. 2

    How pensions will be treated for IHT after April 2027

  3. 3

    Common IHT trapdoors and how to avoid them

  4. 4

    How businesses are treated for IHT

  5. 5

    Reducing your IHT exposure.

Refer a friend

If you know a family member, friend or colleague who would benefit from our next webinar, we'd invite you to share it with them. If they go on to have a meeting with one of our advisers, you'll both receive a £100 John Lewis voucher. 

Terms and Conditions apply

Blogs

Can't wait for the next webinar? Read more in our useful blogs to help you get started.

  • Client Case Study (1)

    Client focus: Adrian's Story

    At AFH, we pride ourselves on our unwavering commitment to our clients. Our mission is to go above and beyond to ensure their financial well-being and peace of mind. This dedication is exemplified in the story of Adrian, one of our valued clients.

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