Navigating the 2026 IHT Reforms

This three-part series is designed to equip financial advisers with the insights and strategies needed to navigate the upcoming changes to Business Relief and inheritance tax planning. What we cover:

  • Understand the April 2026 BR reforms and their impact on AIM portfolios.
  • Explore practical IHT planning tools for both standard and UHNW clients.
  • Discover how the Deepbridge Estate Planning Service (DEPS) offers a future-ready solution focused on renewable energy.

The series is hosted by Phil Thompson, Regional Director, Central England and features expert guests from Deepbridge and leading industry partners.

Hosted by Philip Thompson

Regional Director – Central England

Philip is a professional business consultant with a wealth of experience in the Financial Services sector. With extensive knowledge of the financial advisory sector, Philip’s role with Deepbridge is to support our growing adviser community across central England.

With over two decades’ sector experience, prior to joining Deepbridge, Philip had previously developed and implemented client service platforms for advisory businesses and worked closely with a number of large advisory businesses to grow key areas of their business.

Philip Thompson

IMPORTANT INFORMATION: These videos are for professional advisers, as defined by the Financial Services and Markets Act 2000 (“FSMA”), only. The content of these videos is not intended to constitute investment, tax or legal advice. Tax treatment depends on the individual circumstances of each prospective investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status. Investment in unquoted companies carries high risks. It is highly speculative, and your clients or prospective investors should be advised that they could lose the total value of their investment. Past performance is not a reliable indicator of future performance. Prospective investors should not invest if they are likely to require the capital in the near term. Any decision to invest should be made only on the basis of the relevant documentation for each investment. This is not an exhaustive list of EIS, SEIS and IHT tax rules and is intended for information purposes only. No reliance should be placed upon the content. Nothing in the video shall be regarded as constituting tax advice, and it is the responsibility of professional advisers to ensure their own understanding of the relevant tax implications before making or recommending any investment decisions. Figures stated throughout this presentation are approximate.

REGULATORY INFORMATION: Deepbridge Capital LLP is a limited liability partnership registered in England & Wales, Company No. OC356449. Registered Office: Deepbridge House, Honeycomb East, Chester Business Park, Chester CH4 9QN. Deepbridge Capital LLP is authorised and regulated by the Financial Conduct Authority (FRN: 563366).