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IFA TalkAuthor: IFA Magazine
IFA Magazines ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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TEI Podcast #12: Unpacking last-minute BR allowance changes and the complex estate planning landscape, with Octopus Investments’ Toyin Oyeneyin
Episode 249
Monday, 9 March, 2026
In this month’s special Tax-Efficient Investment edition of IFA Talk, in partnership with Octopus Investments, were focusing on the last-minute changes to the proposed unquoted Business Relief allowance. Joining us to do this is Toyin Oyeneyin, Tax Product Specialist at Octopus Investments. This will be Toyin’s third time on the podcast, having joined us most recently alongside her colleague Tim Dickens for our January episode, which was recorded shortly after the Budget in December. That episode was recorded just days before the government’s change to the proposed unquoted Business Relief allowance, increasing it from £1 million to £2.5 million. In today’s episode, we unpack that change, along with the upcoming reduction of IHT relief on AIM shares, which will decrease to 50% from next month. Toyin also explains how advisers should navigate the complex estate planning landscape, and what these changes mean from an intergenerational perspective.
