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Inheritance Tax planning in a post budget world

17 Apr 25 3 min read

Over the last few years the tax landscape has been tightening with the freezing of the rates bands and allowances, cuts to the dividend allowance and CGT allowance along with CGT rate increases.  It was perhaps inevitable that changes to Inheritance Tax would emerge and they did so in the last budget with changes to agricultural/business relief and plans to bring pensions into the IHT net. 

Les Cameron (Head of Technical, M&G)

He takes a takes a look at the new IHT landscape and the key options for mitigating a liability - gifting or relief.   Or both? 

Up to 90 minutes including around 30 minutes Q&A     I     Structured CPD accredited by CII and CISI 

Learning outcomes

By the end of this session, you will be able to:

  • Assess the impact of the IHT changes in the 2024 Autumn Budget on your clients’ financial planning
  • Describe the fundamental elements of an IHT  plan
  • Describe the different treatment of reliefs and gifting for IHT planning
  • Evaluate the pros and cons of using gifting and reliefs in IHT planning

Register 

17th April 2025 at 10 am

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