Thank you to everyone who joined our webinar yesterday. If you missed the session, we explored the growing inheritance tax considerations facing dentists and their families.
If you want to catch up or rewatch, you can view the full recording below:
During the session Ross, David and myself covered:
- The inheritance tax trap – how rising asset values and frozen tax-free thresholds can create significant liabilities.
- Inheritance tax rules and reliefs – including the seven-year gifting rule, nil-rate bands, spousal exemptions and Business Property Relief.
- Pension changes from April 2027 – what the proposed changes could mean for pensions and inheritance tax, and why beneficiary nominations matter.
- Paying the inheritance tax bill – including the six-month payment deadline, liquidity challenges and the potential need to sell assets.
- Planning for the future – why early, personalised advice can make a significant difference.
Want to discuss your own position?
Inheritance tax planning is highly individual, particularly when pensions, business interests, property and family circumstances are involved. If you’d like to explore your own situation, you can arrange a one-to-one consultation with us below.
Book a consultation with Simon
Book a consultation with David
MORE TO COME
We’re also planning a follow-up webinar focused specifically on potential solutions and practical inheritance tax planning strategies. We’ll share details of the next session in due course.
In the meantime, we hope you find the recording useful and informative. If you have any questions about your individual circumstances, we’d love to hear from you.
