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UNITS

Live webinar | ACCA

Inheritance tax update

Enhance your IHT planning expertise and provide valuable advice to your clients with this practical course.

Overview

People in office with a cup of tea

This session provides a practical overview of inheritance tax (IHT) planning, focusing on core principles, recent legislative developments, technical pitfalls, and real-world advisory considerations. The course is designed for private client practitioners, accountants, financial advisers, and tax professionals involved in estate and succession planning.

  •   The basics of IHT planning
  •    Specific technical issues to address with pitfalls to consider
  •    Changes in recent years, including APR/BPR and pensions
  •    The use of trusts in IHT planning
  •     The practical issues when advising clients

Ros Martin CTA

Ros is a consultant and lecturer covering all aspects of direct tax and Stamp Duty Land Tax. She was an Inland Revenue fully trained Inspector until 2000 when she left to become a consultant advising on tax planning for large and small businesses and individuals as well as dealing with full and aspect enquiry work.

Her clients are mainly small and medium sized accountants and the consultancy work gives a particular opportunity to understand the key issues of concerns for such professionals and consider the practical aspects of the application of legislation.

The webinar handout material will be available on the webinar platform when you log in to view, 15 minutes before the live webinar start.

If you wish to view or download handout materials, before the day of the webinar, they will also be available through your document library on https://events.accaglobal.com.

 

Price

Price (excluding VAT) 70 GBP

Location

United Kingdom

Date & time

12 October 2026, 09:30 - 12:30 GMT

Enquiries

Email enquiries UKCL@accaglobal.com

Course provider

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