Family tax planning and IHT update: Online CPD course delivered by Tolley
In this webinar, we focused in detail on inheritance tax rules along with the forthcoming changes to unused pension funds. We also cover succession planning in family businesses and related capital gains tax and IHT issues.
We were delighted to welcome Kevin Read, experienced tax tutor and training consultant, to deliver this session.
This three-hour webinar broadly includes:
- Scope of IHT following the Finance Act 2025 reforms
- Revision of basic IHT rules
- PETs and chargeable lifetime transfers
- Making use of IHT exemptions
- Nil rate bands
- Finance Act 2026 IHT changes to unused pension funds
- Succession planning in family businesses
- Transferring shares
- CGT tips and traps and using trusts
- Simple pre-death IHT planning
- The treatment of CGT upon divorce
*Please note, CPD not available if watching a recording of the webinar on demand.
Family tax planning and IHT update
Our trainer
The session will be delivered by Kevin Read ACA.
Kevin is a Chartered Accountant and freelance lecturer and writer. He qualified with PwC in the late 1980s before moving on to BPP to work as a tax tutor. Since 1992, he has run his own consultancy providing training courses for accountants, lawyers and private client managers and covers a wide range of tax topics relating to OMBs and HNWis.
He regularly delivers updates to local societies of the ICAEW and ACCA conference and writes technical material for various publications.
