Unlocking growth: estate planning for a new generation of clients

With frozen inheritance tax (IHT) thresholds and pensions entering the IHT net from 2027, estate planning is shifting and so are client expectations. Downing’s latest article draws on fresh adviser research to explore how younger clients are driving demand for earlier, growth-oriented, strategic IHT planning. It highlights how Business Relief (BR) is being repositioned from a last-minute solution to a central part of long-term estate planning conversations. This is a must-read for advisers looking to adapt to a changing IHT environment and engage a new generation of clients with forward-thinking...