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, a successful regional accountancy firm with offices in Cambridgeshire, Bedfordshire and Hertfordshire.
He is a Chartered Accountant, Chartered Tax Adviser and member of the Society of Trust and Estate Practitioners.
He advises on the complete range of taxes, with a particular interest in Capital Gains Tax, Inheritance Tax, and property and land transactions, and he lectures widely on behalf of Taxation Institutes who are providing training for other professionals.
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 – which has been providing non-contentious probate services for over 10 years.
He also supports other accountancy firms with probate services for their clients, where they may not offer the service themselves or otherwise require specialist advice.
He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
Barry is the co-author of two publications; Tax planning, a joint publication between the UK200 Group and the Daily Telegraph, and the Innovation Handbook, endorsed by the Intellectual Property Office.
He is an expert in Share and Business Valuations and has appeared in both the High and County Courts as an expert witness.
As well as his services to clients, Barry offers a tax consultancy service for smaller practices throughout the UK, as well as advising on one off tax problems for other accountants and taxpayers.
He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.
He is a Chartered Accountant, Chartered Tax Adviser and member of the Society of Trust and Estate Practitioners.
He advises on the complete range of taxes, with a particular interest in Capital Gains Tax, Inheritance Tax, and property and land transactions, and he lectures widely on behalf of Taxation Institutes who are providing training for other professionals.
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 – which has been providing non-contentious probate services for over 10 years.
He also supports other accountancy firms with probate services for their clients, where they may not offer the service themselves or otherwise require specialist advice.
He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
Barry is the co-author of two publications; Tax planning, a joint publication between the UK200 Group and the Daily Telegraph, and the Innovation Handbook, endorsed by the Intellectual Property Office.
He is an expert in Share and Business Valuations and has appeared in both the High and County Courts as an expert witness.
As well as his services to clients, Barry offers a tax consultancy service for smaller practices throughout the UK, as well as advising on one off tax problems for other accountants and taxpayers.
He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.