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Advanced Aspects of IHT & Trusts with Robert Jamieson - A One Hour Guide

Level
Advanced: Requires substantial subject knowledge
CPD
1.25 hours
Group bookings
email us to discuss options for 5+ delegates
Advanced Aspects of IHT & Trusts with Robert Jamieson - A One Hour Guide

Available to view from 24 Oct 2025

With a SmartPlan £99

With a Season Ticket £149

Standard price £199

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Introduction

This webinar will explore several key tax planning areas in the context of Inheritance Tax (IHT) and trusts.

Particular mention should be made of the changeover from a domicile to a residence basis for the tax, as well as the new regime for business and agricultural property and the introduction of a charge on unspent pension funds when a scheme member dies.

The webinar is suitable for lawyers, accountants and other tax and financial planners who operate in the private client field.

What You Will Learn

This webinar will cover the following:

  • The residence changeover for IHT
  • Business and agricultural reliefs - the main changes for individuals
  • Excepted assets
  • Normal gifts out of income
  • Pensions
  • Are pilot trusts still worthwhile?
  • Related settlements

This pre-recorded webinar will be available to view from Friday 24th October 2025

Alternatively, you can gain access to this webinar and 1,800+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.

Advanced Aspects of IHT & Trusts with Robert Jamieson - A One Hour Guide

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