Webinar replay:

Inheritance tax in transition: what’s changed, what’s coming, and what to review now

Hosts:

Jake Lew, Tommy Roy and Louisa Ham

Inheritance tax planning is no longer something to leave until later.

The rules around IHT continue to change – including new domicile rules effective from April 2025, restrictions on agricultural property relief (APR) and business property relief (BPR) from April 2026 and the imminent inclusion of pensions in IHT estates from April 2027.

Taking time to understand the potential impact now could help you make more informed decisions and avoid unnecessary tax costs in the future.

  • How critical it is to revise your estate plans, trusts and ownership structures in light of the tax changes
  • Common misconceptions and pitfalls
  • Essential strategies for reducing the impact of IHT – including gifting patterns, trusts and property ownership structure
  • Why you should be taking a proactive approach to estate planning, ongoing will reviews and clear family communication
  • Potential future changes – including potential reforms around Capital Gains Tax (CGT) and social care levies, demanding adaptable planning approaches

  • Business owners and entrepreneurs
  • Property owners and investors
  • Individuals with significant pension or investment assets
  • Families considering succession and wealth transfer
  • Anyone reviewing their estate planning arrangements

If your will, property ownership, pension arrangements or estate plan haven’t been reviewed recently, this webinar is an excellent place to start.

This webinar provides a comprehensive update on recent and upcoming changes to UK inheritance tax (IHT) legislation, succession planning and estate management. It focuses on the implications for families, property owners, business owners and international clients.

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