Tax and Trust Update
Details
- Date: Thursday 25th June 2026
- CPD Hours: 1 hour
- Expires after: 120 Days
- £25 Plus VAT
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This session will explore the latest issues for trusts and tax planning, to include:
- Mansion tax and the extra 2% income tax charge on savings, property and dividends; exploring the tax changes in the Nov 2025 Budget, planning opportunities open to clients, and specific provisions for the mansion tax for trusts and other ownership arrangements
- Update on IHT planning for APR & BPR, and IHT planning through wills, with the newly increased £2.5m 100% allowance, including how this can be allocated by will etc.
- RNRB: how IHT on pensions will affect RNRB claims, and relevant planning to help mitigate the loss
- TRS update: the new exclusions from the need to register Express Trusts, due in early 2026
John Bunker, Solicitor, Chartered Tax Adviser and Lecturer
£25.00 + VAT
Sponsored by
Speakers
John Bunker
Solicitor, Chartered Tax Advisor and Lecturer
Solicitor, Chartered Tax Adviser and Lecturer