6th Annual Inheritance Tax Update: A Live Online Conference

This three hour live online conference  will cover a comprehensive range of important and topical IHT issues together with new slants on some perennial problems and will be delivered by our panel of experts in this difficult and complex area of work for lawyers, accountants and tax advisers. All our speakers are highly regarded experts in their respective areas. Topics range widely (see full details below)

The conference will be streamed live, direct to your desktop, tablet or smart phone so you can watch it from your office or home. You can participate in the conference live or watch the recorded version whenever you want. In each case you will receive a recording of the complete conference after the event.

The price for this is £249. Please note that this is a per organisation price, so up to 20 of your colleagues can participate completely free of charge, even if they are viewing it from a different location. So, stating the obvious, if there are 10 of you the cost per delegate would be just £24.90. All those who book will receive a video recording of the complete conference shortly after the event without extra charge.

For small firms (4 or less partners) the price is £99 for a single place at the conference. Additional places are available at £20 each

Topics to be covered at the conference:

-Gifts out of regular income

-The problem with PET'S

-APR and BPR After 6 April 2026: Planning with the New Relief Cap

-IHT After Domicile: Advising Long-Term Residents and Leavers

-Pensions, Death Benefits and IHT: what advisers must do before 6 April 2027

-What survives of the Capital Taxes Treaties after Non-Dom Reform? Using Treaties for LTRs

-Rewriting the Estate Plan: Wills, Trusts and Succession After the IHT Reform

Our speakers:

Jeremy Mindell, Primondell Ltd

David Southern KC, Field Court Tax Chambers

David Tipping, Field Court Tax Chambers

Alex Spencer, Field Court Tax Chambers

Harriet Brown, Old Square Tax Chambers

Joshua Ryan, Weightmans

Learning Outcomes

By taking part in this conference, delegates will:

• Gain an up-to-date understanding of the principal inheritance tax developments affecting advisers in 2026 and 2027.
• Review the conditions for the gifts out of regular income exemption and identify the evidence needed to support a successful claim.
• Examine the continuing practical problems associated with potentially exempt transfers and the risks that can arise when advising clients on lifetime giving.
• Understand the effect of the new relief cap on Agricultural Property Relief and Business Property Relief from 6 April 2026.
• Consider planning opportunities and potential pitfalls arising from the revised APR and BPR regime.
• Develop a clearer understanding of the inheritance tax treatment of long-term UK residents and those leaving the UK following the domicile reforms.
• Identify the steps advisers should consider in relation to pensions, death benefits and inheritance tax before 6 April 2027.
• Assess what remains of the capital taxes treaty framework following the non-dom reforms and how treaties may assist long-term residents.
• Understand the principal inheritance tax issues arising from the ownership, valuation and transfer of cryptocurrency.
• Recognise areas in which legal, tax and accountancy advice need to be coordinated to avoid gaps or conflicting advice.
• Apply the practical guidance from the speakers when advising clients on lifetime planning, succession, residence, pensions and estate administration.

Important Notes about Booking

1. If you don't have the complete list of who will be attending you can book for those that you know will be attending and add the others at a later date.

2. Payment can be made by credit or debit card or alternatively by invoice. The option to pay by invoice is below the pay by card option in the booking form.

3. If you have more than 20 delegates, then extra delegates are £20 each. 

4. If you are booking for other people please make 100% sure their email addresses are correct. If they are not correct then they will not receive joining instructions.

The Legal Training Consultancy

The Legal Training Consultancy is a full-service training consultancy with a large portfolio of conferences, courses and trainers. Over the years we have been responsible for putting together a vast number of law and tax related conferences, webinars, seminars, videos and e-learning modules. Altogether more than 2200.

On the tax front we have put together face to face conferences on a wide range of tax topics, including IHT, CGT, VAT, Property Taxation, Tax and Corporate Reconstructions, Tax Aspects of Mergers, Offshore Tax, Tax and Trusts, Tax and Share Capital.

**24% of all UK law firms have participated in our online courses and conferences**