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Courses/Accounting & Tax/Estate Taxation

Preserving Wealth: Practical IHT Solutions for 2025 & Beyond

Navigate the new IHT landscape with practical, expert-led strategies to preserve your clients' wealth.

Created bySamuel Back
BeginnerUpdated Apr 8, 2026
Preserving Wealth: Practical IHT Solutions for 2025 & Beyond

What You'll Learn

check_circleAnalyze the current UK inheritance tax framework, including nil rate bands and recent legislative changes.
check_circleEvaluate the effectiveness of various IHT mitigation tools, such as discretionary trusts, life insurance, and gifting strategies.
check_circleAssess the impact of new pension and business relief regulations on long-term wealth preservation.
check_circleApply a joined-up advisory approach to balance client control, liquidity needs, and tax efficiency.

About This Course

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:

  • Navigate the 2025 Landscape: Analyse recent and projected IHT legislative changes to anticipate regulatory shifts and future-proof client portfolios.
  • Strategic Wealth Transfer: Implement practical, tax-efficient strategies including modern trust structures, family investment companies, and optimised lifetime gifting.
  • Maximise Reliefs & Exemptions: Master the precise application of Business Relief (BR), Agricultural Relief (AR), and the Residence Nil Rate Band (RNRB) under the latest guidelines.
  • Mitigate Risk: Identify common estate planning pitfalls and avoid complex compliance traps for high-net-worth individuals and business owners.
  • Holistic Estate Design: Develop comprehensive plans that perfectly balance tax efficiency with client control, liquidity needs, and complex family dynamics.

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.

Your Instructors

Samuel Back
Samuel Back

Head of Financial Planning at Aventur Wealth

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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.

Ken Maxwell
Ken Maxwell

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.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.