IHT Thinking
IHT Thinking is a brand new mini-series of specialised podcasts. Sponsored by Puma Investments, Foresight and Downing, the series delivers detailed thoughtful discussion on the recent significant changes in IHT legislation and the change to the treatment of unspent DC pensions, scheduled for April 2027, which will bring more estates into scope for the tax.
Sponsors
Puma Investments
Foresight
Downing
The Episodes
Please note that this podcast is intended for financial advisers, wealth managers and industry professionals only. Information is correct at time of recording but is subject to change.
Hosted by GrowthInvest, this brand-new mini-series of specialised podcasts delivers thought leadership discussion around the impacts to estate planning that have been driven by the significant recent changes in IHT legislation and those to come over the next 12 months.
IHT Unlocked
In this first episode we welcome Jessica Franks (Puma), Richard Roberts (Foresight) and Nick Priest (Downing) to explore the UK’s evolving IHT landscape and what it means for advisers and their clients. The panel discusses the current IHT rules and allowances in the UK, the impact of the April 2026 changes, rising IHT receipts and frozen thresholds, as well as the significant pension reforms due in April 2027, why early planning is essential and the opportunities and responsibilities adviser firms have in supporting clients through intergenerational wealth transfer and long-term estate planning.
Jessica Franks, Commercial Director, Puma Investments
Jessica has worked in financial services for more than 15 years with experience spanning asset management, HNW planning, and commercial strategy. At Puma she combines technical expertise with a strong customer-facing presence. She is an accountant (ICAEW) and Chartered Tax Adviser (CIOT).
Nick Priest, Partner & Head of Strategic Partnerships, Downing
With over fifteen years experience in financial services, Nick joined Downing in 2015 as a Business Development Manager. Prior to that, he worked for Canada Life with a focus on offshore and IHT products in the London area. Nick is DipPFS qualified and he previously worked in third way investments and as an adviser at Barclays.
Richard Roberts, Head of Sales Development, Foresight Group
With over 25 years’ experience in financial services, private equity and the alternative investments sector, he is responsible for developing strategic partnership relationships with IFA networks, nationals and service providers across the UK. He has a keen focus on providing thought leadership, technical support and solutions using tax efficient investments, for wealth managers and their clients.
The Pension Puzzle
Welcome to the second episode of IHT Thinking, produced in partnership with Foresight, Downing and Puma Investments.
In The Pensions Puzzle, we’re joined by Richard Roberts (Foresight), Nick Priest (Downing) and Nadia Halila (Puma Investments) to discuss the upcoming pension inheritance tax reforms and what they could mean for advisers and their clients.
Nadia Halila, Area Sales Director, Puma
Nadia joined in 2016 and leads key accounts across the South East, while managing externally based BDM’s across the South. Previously working at Octopus Investments, she has the level 4 Diploma in Regulated Financial Planning and holds a degree in Economics and International Relations from the University of Reading.
Nick Priest, Partner & Head of Strategic Partnerships, Downing
With over fifteen years experience in financial services, Nick joined Downing in 2015 as a Business Development Manager. Prior to that, he worked for Canada Life with a focus on offshore and IHT products in the London area. Nick is DipPFS qualified and he previously worked in third way investments and as an adviser at Barclays.
Richard Roberts, Head of Sales Development, Foresight Group
With over 25 years’ experience in financial services, private equity and the alternative investments sector, he is responsible for developing strategic partnership relationships with IFA networks, nationals and service providers across the UK. He has a keen focus on providing thought leadership, technical support and solutions using tax efficient investments, for wealth managers and their clients.
Ella Scott, Strategic Partnerships Manager, Puma Investments
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