Course Details

The IHT rules regarding excluded property trusts has had an overhaul in the last couple of years. What is now considered “relevant property” has expanded, it is now much easier for trusts to flow between relevant property and excluded property status and we have extra considerations now when approaching the actual tax calculations.

 

Victoria Baguley-Wood covers the following topics during this course:

  • Schedule A1 property
  • Relevant property loans
  • The FA 2025 changes
  • The FA 2026 changes
  • Planning points moving forward

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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.