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In an era of shifting tax policy and heightened scrutiny from HMRC, Inheritance Tax (IHT) continues to be a complex and evolving area for advisers. With thresholds frozen and asset values rising, more clients than ever are being drawn into the IHT net. This session offers timely insight into how current economic conditions and fiscal policies are impacting the IHT landscape.

Led by an expert in estate planning and capital taxation, this talk will explore the latest developments, planning opportunities, and compliance risks facing accountants and tax professionals. We’ll examine practical strategies for mitigating liability, and what recent changes in rules mean for your clients. 

Whether you’re advising individuals or working with high-net-worth estates, this session will arm you with relevant, up-to-date insights aimed at helping you to stay relevant in this important area.

In this session, Barry will discuss 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 being covered will be: 

• 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!

By the end of this session, attendees will be able to identify key changes and emerging trends in Inheritance Tax (IHT) within the current economic and legislative environment, understand their potential impact on clients’ affairs, and recommend effective, compliant strategies to mitigate IHT exposure when undertaking planning with clients.

This session will be of most interest to tax advisers, accountants, estate planning specialists. 

Course level: Intermediate / Need to know