
Sign up to save your podcasts
Or


With pensions, business relief, and inheritance tax in flux, estate planning has never been more critical for advisers. In this episode of Lessons on Advice, Ben Butler is joined by Adam Tweedie and Will Hartley to discuss how financial planners can add real value in this space. They explore the evolving tax landscape, the importance of wills and LPAs, and how to guide clients—young and old—through intergenerational wealth transfer. Whether you're looking to refine your estate planning approach or future-proof your advice, this episode delivers key insights you won’t want to miss.
By The LOA TeamWith pensions, business relief, and inheritance tax in flux, estate planning has never been more critical for advisers. In this episode of Lessons on Advice, Ben Butler is joined by Adam Tweedie and Will Hartley to discuss how financial planners can add real value in this space. They explore the evolving tax landscape, the importance of wills and LPAs, and how to guide clients—young and old—through intergenerational wealth transfer. Whether you're looking to refine your estate planning approach or future-proof your advice, this episode delivers key insights you won’t want to miss.