Autumn Budget Round-Up - The Implications for Private Client Practitioners

Introduction

The October 2024 Budget made many announcements that impact on private client practitioners and the advice that they give clients.

The forecasts indicate that many people who were not facing an inheritance tax bill now do so and that bills will increase for those who already had taxable estates.

Clients need to be reviewing their existing planning to confirm that it still works.

What You Will Learn

This live and interactive course will cover the following:

• Changes to CGT including business asset disposal relief
• Changes to IHT:
• Pensions - how will this work?
• AIM shares
• Non-doms
• Agricultural relief
• Business relief
• Government consultations - how and when?
• Planning options going forward

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.