Future Ready IHT Planning 2026: Implementing Real-World Solution
Hosted by Deepbridge Regional Director Philip Thompson, alongside guest hosts from Oldgate Trustees, this series delivered a practical and commercially relevant guide to Inheritance Tax Planning in the wake of the 2026 Business Relief (BR) reforms.
Aimed at advisers, the series focused on what had changed, how to evaluate client exposure, and how to implement robust, future-ready inheritance tax (IHT) and estate planning strategies with confidence.
Each webinar combined timely insight with expert commentary and real-world application, equipping advisers with the clarity needed to make informed decisions and drive stronger client outcomes.
Designed to reflect the realities of day-to-day advice, the series remained concise, relevant, and immediately applicable. By blending technical understanding with practical discussion, it supported advisers in delivering well-governed, high-quality advice while strengthening long-term client relationships.
Attendees left with actionable ideas, fresh perspectives, and a clear framework to apply across their own advisory practice.
In association with Oldgate Trusts
Helen Hamilton is a Director at Oldgate Trustees, a specialist tax, trust and legal advisory firm focused on wealth preservation and estate planning. Bringing a strong practical perspective to her work, having spent over 30 years as an Independent Financial Adviser, this enables Helen to bridge the gap between technical planning and real-world client outcomes. Helen works closely with financial advisers and accountants to deliver joined-up estate planning strategies, particularly for business owners, family investment companies and high-net-worth families. She is a strong advocate of a collaborative “triage” approach – bringing together adviser, accountant and trust specialist expertise – to ensure clients receive coordinated advice and long-term protection of family wealth.
Stuart Hamilton is a solicitor at Oldgate Trustees with extensive experience in corporate, tax and trust structuring. Planning a key role in advising on the legal and technical aspects of estate planning, including gifting strategies, trust arrangements and succession planning. Stuart’s work focuses on ensuring that planning strategies are both robust and practical, helping advisers and their clients navigate complex considerations such as control, tax exposure and intergenerational wealth transfer. Working alongside professional partners, he helps deliver solutions that align with evolving inheritance tax rules while maintaining flexibility and long-term client outcomes.
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).
