Inheritance Tax Planning for 2026/27 and Beyond

OBJECTIVES

To update delegates on the IHT planning strategies that are still effective

The webinar will also consider other possible future IHT changes and what actions to consider now

To update delegates on straightforward planning opportunities using trusts

KEY TOPICS

• Overview of current IHT exemptions and reliefs
• Interaction with capital gains tax when making gifts
• Passing on the family business/farm to future generations – the new APR/BPR limit
• Inheritance tax and capital gains tax implications of setting and running up a trust
• Family investment companies as an alternative to a family trust
• Changes to IHT treatment of undrawn pension funds

WHO SHOULD ATTEND

Partners and managers in practice who need to be aware of current strategies involving estate planning, in particular passing on the family business to minimise inheritance tax and capital gains tax.