How to Protect Clients from Delays, Interest and 2027 Changes
Register Now to attend on Thursday 5th February 2026 at 11.00am
Provira, the UK’s largest and most established provider of inheritance and estate advances is hosting an informative webinar exploring estate liquidity under the new IHT rules and how to protect and support clients in the face of delays, interest and 2027 changes.
With the inheritance tax landscape shifting fast, clients are feeling it. Since April 2025, new residence-based IHT rules have added complexity for long-term UK residents and cross-border families. From April 2027, unused pension funds will also be drawn into IHT, creating new planning challenges.
Even though probate times are improving, cash-flow pressure on estates hasn’t gone away. HMRC’s late-payment interest now sits at base rate + 4%, leaving advisers, solicitors, executors and beneficiaries facing tight deadlines and growing client anxiety. Whether supporting executors managing estate costs or beneficiaries waiting for their inheritance, timely access to funds can make a real difference.
Join Provira, the UK’s largest provider of inheritance and estate advances, and an expert panel for a practical, insight-driven session that will help navigate these challenges with confidence.
The session will unpack when and how advances can ease liquidity pressure, share real-world case studies, and provide a clear referral checklist that can be used straight away.
Host Steve Gauke will be joined by an expert panel as they deliver a practical session covering:
- When inheritance and estate advances are appropriate, and how they really work in practice.
- What the current rules mean and some practical steps you should take to stay compliant and support clients effectively.
- Three common triggers for an advance, including paying IHT to obtain the grant, supporting dependants, or funding essential works before a sale.
- How to compare the cost and benefit of an advance versus HMRC instalments or late-payment interest.
- How inheritance advances can help beneficiaries access funds sooner, without waiting for probate to complete.
- How to apply a simple suitability checklist that aligns with professional obligations.
Host:
- Steve Gauke, Managing Director, Provira – market context, current liquidity challenges, case studies and practical guidance.
Expert speakers:
- Paul Radcliffe, Technical Lead, Laurelo – probate insights, real-world case studies, and practical strategies for managing estate delays.
- George Davey, Financial Planner, Titan Wealth – complexities of inheritance tax (IHT), tax exposure and mitigation, wealth preservation strategies.
The webinar is aimed at those who advise clients on estates, inheritance or financial planning and will help financial advisers, planners, brokers, and private-client solicitors to stay ahead of new tax and probate rules — and learn practical ways to keep client plans on track when delays or cash-flow challenges arise.
Register now as places are limited but for those who can’t join live a link to the webinar will be shared with all registrants after the session ends. So, don’t miss out and register today.
About Provira
Provira is the UK’s largest and most established provider of inheritance and estate advances, trusted by solicitors, financial advisers and families nationwide. The company helps beneficiaries and executors access up to 50% of their inheritance or estate value, often within just a few days, providing vital funds to families when they need it most.
With more five-star Trustpilot reviews than any competitor, Provira is recognised for its transparent, fair and compassionate approach: simple interest (never compound), highly competitive rates, and no personal guarantees or property charges required. Advances range from £20,000 to £1 million+, enabling clients to cover everything from inheritance tax and legal fees to personal financial needs.
By combining speed, security and exceptional customer service, Provira gives peace of mind at life’s most challenging moments. For more information, visit www.provira.com
This article was submitted by Provira as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
