IHT in Trusts & Estates - Recent Case Law & Developments in 30 Minutes

Introduction

The IHT changes announced in October 2024 changed the tax landscape forever.

This short webinar will present you with an update on the recent changes to legislation and case law covering all areas of IHT so that you can continue to give appropriate and useful guidance to your clients.

What You Will Learn

This webinar will cover the following:

• Options for BR/AR assets going forward
• Pension planning for wealthier individuals
• Changizi v Changizi - spouse exemption
• Elborne v HMRC - home loan trust schemes
• Carvajal v HMRC - certificates of discharge
• Lincoln v HMRC - IHT and usufructs
• Executors for Gertrud Tanner v HMRC - holiday lets

This webinar was recorded on 19th August 2025

You can gain access to this webinar and 2,300+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.