Inheritance tax planning with trusts
Hear from John Chew, Trusts and Estate Planning Specialist, as he explains the impact of ongoing tax policy changes and increased IHT scrutiny, and provides practical guidance on structuring estates and using trusts effectively.
About the webinar
Date : Wednesday, June 24, 2026
Time : 11:00 AM (1 hour)
With ongoing changes to tax policy and continued scrutiny of inheritance tax (IHT), many clients are looking for clearer guidance on how best to structure their estates and use trusts effectively.
Join John Chew, Technical Specialist, Tax and Estate Planning, in this CPD‑qualifying webinar where we:
• Discuss recent inheritance tax (IHT) measures and how these impact clients
• Explore practical inheritance tax planning considerations and solutions
• Examine key factors and strategies for effective trust planning
About the presenter
John has over 35 years' experience working with advisers within the UK and Internationally to help them navigate the broader issues of retirement and estate planning.
Previously, John was Commercial Director at Fidelity International, responsible for the strategy and business plan for Fidelity Retirement Services and was responsible for overseeing the advice and running of the advisory business.
Prior to Fidelity, John worked at Legal and General as Product and Funds Director in the savings business. During his time at L&G, he was responsible for the circa £56bn in assets covering over £1 million clients in pensions, investments and International.
Having helped establish trust companies, spoken on pension, estate planning topics and the use of lifetime mortgages in planning, he brings a wealth of experience from a broad-ranging career.
John specialises in the areas of pensions, investments, estate planning and the platform market, with the aim of helping advisers to develop plans to achieve their client’s needs and objectives.