Personal Tax Planning for Accountants - Summer 2026 Update

Introduction

The November 2025 Budget continued the government’s established pattern of tax increases.

With staged rises to Inheritance Tax (IHT), Capital Gains Tax (CGT) and National Insurance Contributions (NICs), significant planning opportunities are emerging for individuals who take timely and informed action.

Designed specifically for accountants and tax consultants, this live virtual classroom seminar delivers a focused and practical update on the latest personal tax developments. It will equip you with the insights and strategies needed to advise clients confidently and proactively in a rapidly changing tax landscape.

What You Will Learn

This live and interactive session will cover the following:

• Key pension planning opportunities in the current tax environment
• The latest developments affecting non-long-term resident individuals
• An IHT planning update, including recent changes and planning angles
• CGT planning - what’s new and what to watch
• The latest implications following the Finance Act 2025/26

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.