Inheritance Tax (IHT) planning can be a difficult conversation for clients to start. It often involves family, legacy and situations they may prefer to avoid.

In a recent IFA Talk: Insurance and Protection podcast, Gordon Pugh, Investment Director at Blackfinch, joined Jenny Hunter and Meg Bratley to discuss how insurance can support IHT planning and help advisers move client conversations forward with more confidence.

The episode explores how insurance can sit alongside Business Relief (BR) planning, giving clients a clearer answer to the question: 

“What happens if I die before the investment qualifies for BR?”
 

At Blackfinch, we’re committed to supporting your clients through every stage of their life, with solutions designed to meet a broad range of financial goals.

Explore our full product range for advisers, or get in touch with your regional Business Development Manager if you’d like to learn more.