Technical Central: protection

From family and business protection to tax liability, you'll find clear explanations, articles, news and resources on a range of technical protection topics.

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Inheritance tax business relief changes

One of the changes announced in the Autumn Budget 2024 was to the inheritance tax business relief. This article looks at our understanding of the change and the impact on business owners.

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Webinar and CPD

Meet your ongoing continuous professional development requirements with the help of our CPD modules.

Webinar and CPD

All protection articles and resources

Struggling to find what you need? Browse all of our articles, guides, case studies and technical information related to protection - in alphabetical order.

Budgets

Get time-saving quick read summaries of the Chancellor's budget statements from 2020 onwards.

Business protection

Your corporate clients want to protect their business and we have the resources you need to help them - all in one place.

Case studies

Our case studies can help bring complex technical information to life, including claiming state benefits, business protection and more.

Family protection

Do your clients need assurance that their family is protected against unforeseen issues? Our resources can help you.

General articles and tools

We've gathered common topics and tools in one place so you can find them quickly, including power of attorney, Consumer Duty and more.

Inheritance Tax

This section includes useful information to help your clients with any Inheritance Tax liability that may apply to them.

Menu plan

Find out how dividing a client's cover between different protection products may benefit them.

Rates and factors

Check all our rates and factors, including the State Pension, Inheritance Tax, Income Tax and more.

Relevant life plan

This is a death in service plan set up and paid for by an employer. Find out more about this type of plan and get answers to our frequently asked questions.

State benefits

Browse all of our articles and resources related to state benefits and bereavement support.

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Inheritance tax on pension death benefits from April 2027

The government has announced its intention to bring unused pension funds and death benefits within the value of an individual’s estate for inheritance tax purposes from 6 April 2027.

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Meet the experts

Our technical experts are here to turn all the updates and changes to the financial market into understandable articles.

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Inheritance tax

Whether you’re looking to help your clients plan for the future, or want to learn more about inheritance tax, we have articles and other resources that can help you.

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Inheritance tax and normal expenditure out of income

When undertaking tax planning for clients understanding the normal expenditure out of income exemption is essential.

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