Planning to Preserve: Tax‑Efficient Estate Planning Strategies (Post budget planning)

In the wake of the Autumn Budget announcements, Planning to Preserve is a timely, CPD-eligible webinar designed to help financial professionals safeguard client wealth through smart estate planning.

This session will cut through the post-budget noise and focus on practical strategies to preserve and grow your clients’ wealth using proven tax-efficient tools.

The webinar will explore tax-efficient strategies for preserving client wealth in today’s evolving landscape.

Our speakers, Faye Williams (Head of Retail Sales, Triple Point) and Kyle Goodfellow (Business Development Manager, Triple Point) will share practical insights – helping your clients mitigate inheritance tax and plan for the future.

This session is ideal for financial advisers, planners, and paraplanners who want to stay ahead in estate planning and earn valuable CPD credit. The format will be live and interactive – expect an engaging presentation with polls, case studies, and plenty of opportunity to ask questions to our experts in a Q&A. By the end of the webinar, you’ll have new insights and actionable ideas to immediately enhance your client conversations and estate planning strategies.

Faye Williams heads up the Retail Sales Team at Triple Point, supporting financial advisers and paraplanners nationwide with estate planning, VCTs and income-generating solutions.

She began her career at Octopus and, for more than a decade, has been a strong advocate for the industry, championing adviser education and helping to navigate the tax-efficient investment landscape. Faye also sits on industry boards such as the EISA, where she continues to support advisers in delivering the best outcomes for their clients.

Kyle Goodfellow, Business Development Manager – Scotland

Kyle is a Business Development Manager for Scotland at Triple Point, working to expand awareness of estate planning solutions and tax-efficient investments across the region.

With experience in pensions and investments, he takes a holistic approach to adviser support, ensuring financial professionals can integrate Triple Point's strategies effectively to deliver better client outcomes.

Kyle is focused on building meaningful relationships with IFAs and growing market engagement through networking, educational events, and insightful discussions on estate planning in an evolving landscape

• Latest context: Understand the key inheritance tax and capital gains tax considerations following the Autumn Budget, and why estate planning remains crucial right now.
• Business Relief in action: See how Business Relief solutions can fit the right client profiles to reduce inheritance tax liabilities while retaining access and control.
• VCT strategies: Learn how Venture Capital Trusts can complement your clients’ financial plans in both wealth accumulation and retirement phases, offering tax-efficient growth and income.
• Real-world application: Gain practical tips and hear real examples of how advisers are using these tools to preserve client wealth and leave a legacy.

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