With an overhaul of inheritance tax coming down the track, John Kelly, pensions expert and senior wealth management consultant at Mattioli Woods, will present a not-to-be-missed webinar on pensions and inheritance tax planning at 2pm on Tuesday 15 July.

The webinar will cover effective IHT, pensions, and inheritance tax mitigation strategies to help protect wealth, maximise tax efficiency, and ensure smooth, tax-smart wealth transfer across generations.

Key topics will include: 

• Current and upcoming changes to IHT, pension taxation, and reliefs.
• How to use allowances, exemptions, and gifting strategies to minimise IHT.
• Evaluating the use of trusts and pension structures for effective inheritance tax mitigation.
• Identifying tax-efficient investment options with a focus on business relief and enterprise investment scheme (EIS) opportunities.

Register for the webinar on 15 July at 2pm.