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

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 webinar was recorded on 2nd October 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.