How to identify clients who could benefit from an estate or inheritance advance – part 5 of 5
Part 5: Looking beyond inheritance tax
Guides for Partners
How to identify clients who could benefit from an estate or inheritance advance – part 4 of 5
Part 4: Setting realistic expectations about probate
How to identify clients who could benefit from an estate or inheritance advance – part 3 of 5
Part 3: Recognising when timing becomes the issue
How to identify clients who could benefit from an estate or inheritance advance – part 2 of 5
Part 2: Start by understanding your client’s role
How to identify clients who could benefit from an estate or inheritance advance – 5 part series
Advisers rarely miss referral opportunities because they struggle to understand estate or inheritance advances once they’re explained. Awareness is the key to unlocking genuinely improved client outcomes.
What brokers need to know before recommending an Inheritance Loan
Before recommending an Inheritance Loan, brokers need to know the net estate value, what the loan covers and which lender products to use.
How inheritance tax changes are creating new estate liquidity challenges
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.
Inheritance Tax reform is reshaping estate planning
Provira explores how new Inheritance Tax reforms affect estate planning and what advisers need to know to adapt their approach.
Inheritance Tax reforms, probate delays and estate liquidity – what advisors need to know
In this webinar, experts explore how Inheritance Tax reforms, probate and liquidity are affecting clients, and what advisers should do.
Why Brokers and IFAs should add probate loans to their bridging portfolio
Probate delays, inheritance tax liabilities, or simple access issues can leave beneficiaries and executors financially constrained - despite significant assets in the estate.
