Guiding clients through IHT: Pensions and Inheritance Tax mitigation
What will I learn?

This webinar will help you to: 

  • Understand current and upcoming changes to IHT, pension taxation, and reliefs.
  • Advise clients on utilising allowances, exemptions, and gifting strategies to minimise IHT.
  • Evaluate the use of trusts and pension structures for effective inheritance tax mitigation.
  • Identify tax-efficient investment options with a focus on business relief and EIS opportunities.


Speaker
 

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John Kelly
Senior consultant at Mattioli Woods

John has worked in the financial services industry since 1989 for some of the UK’s largest financial services and investment companies, including Aegon and Old Mutual, as well as national accountancy firm PKF, now part of BDO. This has given him a considerable amount of practical knowledge, expertise, and insight when it comes to advising clients. While covering all aspects of financial planning, John has spent a lot of time with business owners and high-net-worth individuals who are looking for advice on retirement planning, business exit planning and, in later life, leaving a legacy to their loved ones, navigating the ever-changing landscape of pensions and inheritance tax. Underlying all successful planning, John provides common-sense investment consultancy to grow client portfolios across a wide variety of asset classes.