Course Details

Recent changes to Agricultural Property Relief (APR) and Business Property Relief (BPR) represent the most significant shift in inheritance tax reliefs for farms, landowners and trading businesses in many years. These reforms materially affect long‑established succession planning strategies and require advisers to reassess how clients structure ownership, business operations and lifetime planning.


This webinar is designed for accountants and tax advisers who need a clear, practical understanding of what has changed, why it has changed, and—crucially—how to advise clients going forward. Attending this session will equip delegates with the technical insight needed to identify risk areas, spot planning opportunities, and explain the changes confidently to clients. The session will enhance advisers’ ability to protect client value while ensuring advice remains compliant with the evolving UK inheritance tax landscape.

 

In this session Victoria Baguley-Wood will cover the following topics: 

  • Overview of the recent APR and BPR changes
  • Impact on agricultural landowners and farming structures
  • How these rules interact with trust structures
  • Common risk areas and technical pitfalls
  • Practical planning responses and adviser strategy

 

By attending this session, you will 

  • Understand the latest APR and BPR reforms and their policy context  
  • Be able to assess whether clients’ existing structures remain effective
    • Identify where inheritance tax exposure has increased as a result of the changes
    • Gain practical insight into how planning strategies may need to adapt
    • Feel confident discussing the impact of these changes with affected clients

 

This session will be of most interest to tax advisers and private client specialists

 

Course level: Intermediate / Advanced

CPD Course Speaker

Saffery

Victoria Baguley-Wood

Victoria is a Tax Director at Saffery. She is a private client tax specialist who advises HNW and UHNW individuals as well as their trustees and family offices. Having been called to the Bar in England and Wales in 2017, she worked as UK Tax Counsel for an international trust company and then a law firm, before joining Saffery and is able to draw upon these experiences when advising her clients. She studied her MSc in Taxation at the University of Oxford and is a qualified Chartered Tax Adviser. She is currently working towards her PhD in Tax Law at the University of Edinburgh.