Webinar recording: Wealth Transfer & Inheritance Tax Planning

SM_Wealth Transfer and IHT banner

In this webinar, we look at effective wealth transfer and the associated inheritance tax planning opportunities to be aware of.

For all of us, there will come a time when we start thinking about the future and how our assets and wealth can be passed effectively to future generations. An effective wealth transfer plan can help to achieve this and secure your legacy.

As life expectancy increases in the UK, financial products and wealth transfer strategies have also become more flexible to handle changing circumstances. But how do you identify the best financial products to suit your stage of wealth transfer planning, and the inheritance tax opportunities that may benefit you.

Key points in this webinar:

  • The tax basics of wealth transfer
  • Stages of wealth transfer and planning opportunities
  • How financial products are structured to aid wealth transfer
  • Choosing the right financial products
  • Dealing with anticipated inheritance tax
  • How financial products are taxed


Dominic Thackray (DipPFS) – Financial Adviser, MHA Caves Wealth
James Kipping – Head of Private Client team, MHA MacIntyre Hudson
Patrick King – Head of Entrepreneurial Business, MHA MacIntyre Hudson

Risk Warnings / Important information you should read:

MHA Caves Wealth is authorised and regulated by the Financial Conduct Authority (FCA), Financial Services Register number 143715 and is a legally independent financial service and wealth management business who alone takes full responsibility for the advice they provide.

This communication is for general information only and is not intended to be individual investment advice, recommendation, tax or legal advice. The views expressed in this article are those of MHA Caves Wealth or its staff and should not be considered as advice or a recommendation to buy, sell or hold a particular investment or product.

In particular, the information provided will not address your personal circumstances, objectives, and attitude towards risk. Therefore, you are recommended to seek professional regulated advice before taking any action.

Key Risks: Capital at risk. Past performance is not a guide to future performance. The value of an investment and the income generated from it can go down as well as up, and is not guaranteed, therefore you may not get back the amount originally invested.

Investment markets and conditions can change rapidly. Investments should always be considered long term.

This Information represents our understanding of current law and HM Revenue & Customs practice as at January 2023.

Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change.