Attivo

6 April 2027 is just a few short months away. Get ready for IHT and pensions changes with Attivo's free webinar. Join Attivo Chartered Associate Financial Planner Ryan Harris as he explores the upcoming changes to IHT and pensions, what this could mean for you, and the actions you can take to reduce the impact. 📅 Wednesday 4 November 2026 ⏰ 1:00pm 💻 Microsoft Teams Important information: This webinar is for information only and does not constitute financial advice.

Do you know what’s really driving your people costs? Are your benefits delivering the value your employees actually want? Attivo is hosting The People Agenda for 2027, a roundtable for senior HR professionals in London on Tuesday 20 October. The session will explore some of the key challenges facing employers today, including employment law, workplace pensions, financial wellbeing, healthcare costs, attracting and retaining talent, and supporting employees in an evolving workplace. We're looking forward to an engaging discussion and the opportunity to connect with HR and business leaders from across a range of sectors. Places are limited. If you're an HR or People professional and would like to attend, register here. For UK employers only. Not intended for employees or other retail customers. Information is general and not personal advice; benefit and workplace pension decisions depend on your circumstances and scheme/provider terms. Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority (FCA) for the provision of regulated financial advice. Some services we provide, such as employee benefits advice, are not regulated activities and are therefore not covered by the FCA regulatory framework.

6 April 2027 is just a few short months away. Get ready for IHT and pensions changes with Attivo. Join Attivo Chartered Financial Planner Lauren Codd as she explores the upcoming changes to IHT and pensions, what this could mean for you, and the actions you can take to reduce the impact. 📅 15 September ⏰ 1:00pm 💻 Microsoft Teams Important information: This webinar is for information only and does not constitute financial advice.

The number of families who’ll receive an IHT bill is set to increase following significant changes in April 2027. Try our free IHT calculator to see what your bill could be. Please note that this tool provides an estimate and does not account for gifts made in the past seven years, existing Trusts and Wills and other potential factors that could increase or decrease the potential Inheritance Tax Bill. Tax laws may change, and this tool is for illustrative purposes only.

Are you a business owner? Don’t miss Attivo’s free webinar. 📅 Tuesday 21 July 🕛 11am Join our practical webinar on the 10 questions every successful business owner should ask – from protecting your business and family to planning income, succession and long-term wealth. This webinar is for general information only and does not constitute personal financial advice. The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. Protection policies may not be suitable for all individuals and depend on personal circumstances. Terms, conditions and exclusions apply. Tax treatment depends on individual circumstances and may change. Tax planning is not an activity which is regulated by the FCA.

Don’t leave your IHT bill to chance. With upcoming Inheritance Tax changes, hear from our chartered, independent planners on how Lifestyle Financial Planning can support you before most pension funds and death benefits become drawn into IHT next year. This free, in-person event is designed for individuals and families who want to take a proactive approach to protecting their wealth and planning for the future. You'll learn: ✅ How upcoming pension changes could affect your estate ✅ Whether you’re likely to be impacted, now, or in the future ✅ Practical ways to reduce IHT exposure ✅ The opportunity to discuss your situation in a relaxed, informal setting 📍 The Midland Hotel, Manchester, M60 2DS 📅 Wednesday 14 October 2026 Seminar spaces limited - secure yours today. Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority. This seminar is for information only and does not constitute financial advice. Tax and estate planning are not regulated activities and are therefore not covered by the Financial Conduct Authority regulatory framework. Tax treatment depends on individual circumstances and may be subject to change in the future.