Advising on Whole of Life Tax Planning - A 1 Hour Update with Robert Jamieson

Introduction

This webinar is designed as both a refresher and an update in connection with family tax planning opportunities following Rachel Reeves’ momentous Budget on 30 October 2024.

It will consider the relevant taxes affecting individuals in their personal and business transactions at various lifecycle stages so that these are handled in a tax-efficient manner.

The webinar is suitable for practitioners who advise individuals and their families on taxation matters.

What You Will Learn

This webinar will cover the following:

• Children’s income and gains
• Salaries, bonuses and dividends from family companies in 2025/26
• Main residence relief - meaning of ‘period of ownership’
• The new CGT regime in FA 2025
• Business asset disposal relief and investors’ relief
• Agricultural and business assets - a significant IHT reform
• What are the options for mitigating IHT on the business relief changes?
• The IHT treatment of unused pension funds
• A 91.3% tax rate for your pension pot!
• Silver divorces
• Planning through the use of the £3,600 pension contribution limit

This pre-recorded webinar will be available to view from Tuesday 5th August 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.