Now live: the latest New Insurance & Protection special episode of IFA Talk turns its attention to inheritance tax planning and the growing role of protection-linked investment solutions.
In this episode, hosts Meg Bratley and Jenny Hunter are joined by Gordon Pugh, Investment Director at Blackfinch Investments. Gordon discusses how advisers are approaching inheritance tax (IHT) planning today and explores the concept of insured IHT investing in practice, including how it can support more confident client decision-making.
Highlights from this week’s episode
- What does insured IHT investing look like in practice?
- Why clients delay IHT planning, and how to change the conversation
- Where insured investing fits, and where it doesn’t
- Blackfinch Adapt IHT Insured Service explained
Key takeaways for advisers
Gordon closes the discussion with practical insights and top tips for advisers navigating inheritance tax planning conversations in today’s environment. This episode provides a timely and practical look at how advisers can help clients approach inheritance tax planning with greater confidence, clarity and structure, particularly where investment and protection solutions intersect.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Gordon Pugh
Gordon joined Blackfinch in 2015. He started his career in 2001 as an analyst on the EIS team at Close Brothers. He moved to Octopus in 2005, distributing tax-efficient products. In 2008, he helped launch Stellar AM, involved with forestry, hotels, farming, and EIS funds and trading companies for IHT. He has also been involved with media sector investments since 1998, including films for UK television. Gordon holds the IMC, completed the first stage of the CFA and is a serial EIS investor.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
