Guides for Partners

Inheritance tax reforms are expanding the number of estates exposed to IHT and creating new liquidity challenges during probate. See how advisers can identify timing gaps and support clients without disrupting long-term plans.

Provira explores how new Inheritance Tax reforms affect estate planning and what advisers need to know to adapt their approach.

In this webinar, experts explore how Inheritance Tax reforms, probate and liquidity are affecting clients, and what advisers should do.

Probate delays, inheritance tax liabilities, or simple access issues can leave beneficiaries and executors financially constrained - despite significant assets in the estate.

Inheritance tax needs to be paid before probate is granted. For clients without access to liquid funds – even those with multi-million-pound estates – that can be a problem.