Navigate the new IHT landscape with practical, expert-led strategies to preserve your clients' wealth.
As the legislative landscape shifts and tax burdens face unprecedented scrutiny, effective estate planning has never been more critical. "Preserving Wealth: Practical IHT Solutions for 2025 & Beyond" equips financial professionals, estate planners, and wealth managers with the advanced, actionable strategies required to protect client assets in a rapidly evolving economic environment.
This comprehensive course cuts through the complexity of modern tax legislation to deliver forward-thinking solutions for Inheritance Tax (IHT) mitigation. Looking ahead to 2025 and beyond, you will explore the latest regulatory updates, anticipated policy shifts, and highly effective wealth transfer mechanisms. Through real-world case studies and expert-led analysis, participants will learn how to design robust, compliant frameworks that minimise tax liabilities and maximise wealth retention across generations.
What You Will Learn:
Secure your clients' financial legacies. Enrol today to master the sophisticated tools and practical insights required to navigate the future of estate planning and confidently preserve wealth for the next generation.
Head of Financial Planning at Aventur Wealth
Samuel Back, based in London, GB, is currently a Head of Financial Planning at Aventur. Samuel Back brings experience from previous roles at Aventur and Mattioli Woods plc. Samuel Back holds a 2012 - 2015 Bachelor's degree in Politics at University of Leicester.
Director at John Lamb Hill Oldridge Ltd
Ken advises high-net-worth families, family offices, listed companies, and SMEs, providing strategic guidance on long-term wealth and business succession planning. His work centres on responsible intergenerational stewardship, combining asset protection, privacy, and tax efficiency with thoughtful structuring. He plays a central role in shaping client strategy and is known for delivering a highly personalised advisory experience. Ken joined the firm in 2018 following more than a decade in senior investment advisory roles within financial markets, bringing broad commercial insight to complex planning discussions. He is a Chartered Wealth Manager, holds the Diploma in Private Client Investment Advice and Management, and is a Chartered member of the CISI. He has been included in the peer-nominated Global Elite directory as a Rising Star.
