Inheritance Tax in the Current Climate (Oct 25)
Category: Tax | Duration: 2hrs | Tag: VODCPDFUK25D2S3 | Type: Video | Course Level: intermediate | Speaker: Barry Jefferd | Date: 29/10/2025 14:30
Course Details
Whether you’re advising individuals or working with high-net-worth estates, this course will arm you with relevant, up-to-date insights aimed at helping you to stay relevant in this important area.
In this course, Barry discusses the current IHT landscape, including recent changes to legislation, and how this should shape your approach to IHT planning for clients going forward.
Key areas covered are:
- Review of current IHT rules, thresholds, and reliefs and potential shifts in policy
- Consideration of how rising property and investment values are bringing more estates into the IHT threshold
- Changes to the BPR/APR regime
- Pension schemes and IHT – all change!
CPD Course Speaker
George Hay Chartered Accountants
Barry Jefferd
Barry Jefferd is the Taxation Partner at George Hay Chartered Accountants, advising on all major taxes with specialist expertise in Capital Gains Tax, Inheritance Tax, Trusts and property/land transactions. He lectures widely for professional bodies and holds qualifications as a Chartered Accountant, Chartered Tax Adviser, and STEP member.
Barry was one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification and now heads up GH Probate Ltd – the probate division of George Hay. He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
He supports other accountancy firms with probate and specialist tax matters, and he is an expert in Share and Business Valuations having appeared in both the High and County Courts as an expert witness. He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.
Barry was one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification and now heads up GH Probate Ltd – the probate division of George Hay. He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
He supports other accountancy firms with probate and specialist tax matters, and he is an expert in Share and Business Valuations having appeared in both the High and County Courts as an expert witness. He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.