With recent and impending changes to inheritance tax rules making estate planning increasingly challenging, life policies remain one of the few planning tools that can, when appropriately structured, sit outside the taxable estate.
Life insurance can play a valuable role in estate planning, particularly where clients face potential IHT liabilities, liquidity pressures, business succession issues or unequal asset structures. This free webinar will give private client practitioners a practical overview of how life insurance can support, complement or safeguard the planning strategies they advise upon, and the circumstances in which it may be worth raising with clients.
Evelyn Partners Financial Planners Robert Mullins and David Corben will explore the types of policies most relevant in an estate-planning context, how they interact with trusts and inheritance tax rules, and the practical considerations solicitors should understand when discussing these options with clients.
Using practical, interactive examples and cashflow modelling, Robert and David will demonstrate situations in which life insurance may be appropriate and consider how it compares with, and complements, other planning tools available to clients. The session will focus on real-world examples, highlighting opportunities, limitations and the risk areas practitioners should be aware of.
.
Bobby holds the CII Diploma in Regulated Financial Planning, together with specialist qualifications in Defined Benefit Pension Transfer Advice, Long Term Care Insurance and Mortgage Advice. He is also recognised as a Cashflow Modelling Subject Matter Expert within Evelyn Partners, supporting colleagues in demonstrating the long-term impact of financial planning decisions through sophisticated cashflow forecasting. Passionate about delivering clear, practical financial guidance, Bobby believes that successful planning starts with understanding each client’s individual circumstances, priorities and aspirations. His aim is to help clients make informed decisions that provide financial security and create better outcomes for themselves and their families.
.
Motivated by a desire to apply this knowledge in a more personal and long-term capacity, David completed the CII Diploma in Regulated Financial Planning while continuing to work full-time in his previous role before transitioning into financial planning and joining Evelyn Partners at the beginning of 2026. He is passionate about building trusted relationships and helping clients make informed decisions with confidence. His philosophy is simple: “To enable and support clients to optimise their current financial circumstances into better future outcomes for both them and their families.” In addition to the Diploma in David also holds certificates in Securities and Dealing, Discretionary Investment Management and Long-Term Care Insurance and has a Masters degree in Economics.
This session is sponsored by SLS Patron Evelyn Partners

