Wills & Estate Planning Series Episode 3: Inheritance Tax

In this webinar, our financial specialist Jack Povah talks about inheritance tax - what it is, how allowances work, and the pitfalls that often catch families off guard.

You’ll learn how to use the nil rate band and residential nil rate band effectively, avoid costly mistakes like gifts with reservation of benefit, and understand the pros and cons of trusts.

Designed for individuals, couples and families wanting to protect their wealth, this session explains practical strategies such as gifting, income planning, and structuring wills to maximise allowances. It highlights how timely planning prevents unnecessary tax bills.

This webinar is the third in a series of six:

1. Why You Need a Will

2. What Are Powers of Attorney and Why Do You Need One?

3. Inheritance Tax: Allowances & Current Updates

4. Trusts Explained – Property, Will & Lifetime Trusts

5. Estate Planning for Business Owners

6. How a Real Estate Plan Comes Together

Signing up for this webinar will give you access to the full series.