Inheritance tax – doing the IHT calculation: Online CPD course delivered by Tolley
Since the Autumn Budget in October 2024, the focus has been on the changes to the scope of inheritance tax and the proposed restrictions on reliefs. In this session, we take a step back from the ongoing discussions and work through the practicalities of dealing with IHT calculation.
Aimed at professional advisers interested in understanding more about how IHT is calculated in 2025-26 and the practical implications of IHT compliance, this three-hour webinar covers:
- When IHT is chargeable
- Valuing transfers
- Exemptions and reliefs
- Utilising the nil rate band
- Calculating IHT
- Post-mortem reliefs
- Administration and payment of IHT
- Impact of future changes
The event will take place virtually on Zoom. All our courses are free to attend and delegates qualify for three hours of structured CPD*.
*Please note, CPD not available if watching a recording of the webinar on demand.
Our trainer
The session will be delivered by Karen Speight LLB, MSc.
Karen has more than 25 years’ experience working in professional services, both as a solicitor and a Chartered Tax Advisor.
Karen currently has her own business providing education services for tax professionals. These include lecturing on CTA and ATT exam training courses as well as creating and delivering post-qualification CPD courses. Since 2017, she has also supported Tolley Exam Training as the subject matter lead for CTA Human Capital, preparing the associated study and exam materials.
Karen is author and co-author of several books published by Claritax Books including National Insurance Contributions, Inheritance Tax and Income Tax.
