Wills & Deeds of Variation - Effective IHT Planning in a Changing Landscape

Introduction

With major changes affecting farms and businesses, further IHT reforms to pensions due in 2027 and frozen allowances bringing more estates within the IHT net, estate planning is becoming increasingly complex. The need to use every available planning opportunity effectively has never been greater.

Wills and deeds of variation remain valuable tools for mitigating IHT, but the changing legislative and fiscal landscape means they must be approached with greater care, precision and strategic foresight. This webinar will examine how you can continue to use wills and variations effectively while responding to the latest developments.

Combining technical insight with practical guidance, the webinar will explore drafting, structuring and post-death planning strategies, highlighting common pitfalls and providing practical approaches to help you protect your clients’ interests and adapt your estate planning advice to the challenges ahead.

What You Will Learn

The webinar will cover the following:

• Understand how the latest IHT reforms affect the use of wills and deeds of variation in estate planning
• Identify key planning opportunities, potential pitfalls and risk areas under the current IHT regime
• Apply practical strategies to mitigate IHT liability while navigating evolving legislation and compliance requirements