Welcome to our Webinar Series

This is your gateway to insightful sessions hosted by industry professionals, designed to inform and educate. Whether you’re looking to expand your knowledge or stay ahead of the curve, these webinars offer valuable perspectives across key topics.

Please Note: To access the video content, you must be registered and logged in to the platform.

Deepbridge Protect is one of the few solutions on the market that offers business owners a structured, compliant route to full IHT relief—something that may often be overlooked.

This webinar series covers:

• How to solve the key tax issues facing business-owner clients.
• How to process and implement the investment strategy.
• How to maintain investments in a compliant and sustainable way.
• How Deepbridge Protect supports long-term IHT mitigation through a qualifying trading partnership.

Speakers
Mike McWilliam, Regional Director, Deepbridge Capital – Host
Alan Whittle, Unburdened Solutions – Researcher, Training, Compliance and Sustainable/Responsible Investment Technical Specialist

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.

Why Attend?

• 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 Steven Powell, Sales Director, Deepbridge Capital, this series was designed to provide practical insights, case studies, and actionable strategies to help you navigate the evolving EIS landscape to support your client conversations and enhance your technical knowledge.

IMPORTANT: The views expressed in these webinars are the views of the individual and not necessarily of Deepbridge Capital LLP. Any views expressed may no longer be current and may have been acted upon. Figures quoted by the presenter and/or guest may be approximations. The content of these videos should not be construed as financial advice. This video is a real-time financial promotion and, as a result, has not been approved as a financial promotion for the purposes of Section 21 of the Financial Services and Markets Act 2000.

RISK WARNING: Any decision to invest should be made only on the basis of the relevant documentation for the investment available in the accompanying company profile. Investments in unquoted companies carry high risks. Capital invested will be at risk and you could lose all of your investment. No established market exists for the trading of shares in private companies, making it difficult to sell shares.

Tax treatment depends on the individual circumstances of each investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status. Past performance is not a reliable indicator of future performance.

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