Free Webinar with Fraser and Fraser

Planning for the changing IHT landscape

​​​​​​​​​Matt has been at RBC Brewin Dolphin since 2022 and is a Chartered Financial Planner. He works with high-net-worth individuals consisting of entrepreneurs, business owners, professional partners and their families.
He enjoys providing a relationship-centric service to clients and their families on the various stages of their ‘wealth journey’ via creation, accumulation or distribution phase and the challenges that arise on the way.
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Matt’s career in wealth management started in 2021 after leaving Ernst & Young and his career in accounting. Since then, he has worked for Succession Wealth and now at RBC Brewin Dolphin where he has become a Chartered Financial Planner.

Wednesday 12 March  2025 | 10:30 AM GMT

About The Webinar

During this webinar, Matt will explore Planning for the changing IHT landscape.

  • With pensions being included in your estate for IHT purposes in 2027, as well as changes announced to BPR, I will be discussing alternative IHT strategies.

Webinar Presenters

  • Ceyda Baser

    Presenter

  • John Martin

    Presenter

  • Matt Haig

    Presenter

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