Tax Refreshers and Updates
Inheritance Tax Planning for 2026/27 and Beyond
Date: 10th February 2026
Time: 10:00am - 12:00pm
CPD hours: 1.9 hours
Pricing
Non member: £99.00 + VAT
Presenter
Martyn Ingles
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.
What's Included
- Expert Knowledge from an Industry-Leading Speaker
- Verifiable CPD hours
- CPD Tracking and Certificate
- Live Webinar (if a future date is listed) with Q&A
- The Recording of the Event
- Supporting Materials