Triplepoint is launching a series of regional events in January and February aimed at helping financial advice firms deal with the changed IHT landscape in 2026, in particular the re-inclusion of pensions in inheritance tax liabilities.
There will be 22 locations, offering 2-hour long CPD-accredited sessions, which will provide a deep dive into the current tax landscape, practical client planning scenarios and real-world case studies and planning tools which paraplanners can use with their clients the next day.
Included in each session will be:
A deep dive into the current tax landscape – with a focus on how to approach the growing demand for tax-efficient investment planning in client conversations.
Practical client planning scenarios – including how to support individuals who’ve relied solely on pensions for intergenerational planning and now need to explore alternatives.
Real-world case studies – showcasing how we’ve helped business owners optimise their tax position, both during the life of their business and around exit.
The sessions will give practical, planning-led conversations at every stage of a client’s journey.
Find out more and the closest session location to you, HERE.
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