Navigating the autumn budget- key impacts for the private client sector

This webinar will equip private client practitioners with a clear understanding of the key changes announced in the Autumn Budget 2024 and 2025, and how these developments affect estate planning and the preparation of essential documents such as wills and lasting powers of attorney.

You will gain practical guidance on incorporating the new measures into client strategies, understanding what considerations now arise, and identifying the immediate steps clients should take to ensure their affairs remain structured, compliant, and aligned with the latest legislative landscape.

The webinar will cover inheritance tax, capital gains tax, stamp duty land tax changes brought about the 2024 budget and 2025 budget’s that have already come into place and those set to come into effect in April 2026 and beyond including:

• Domicile to Residence
• Capital Gains Tax rates and impact
• Stamp Duty Land Tax for second home owners
• Inheritance Tax changes for Business Relief and Agricultural Property Relief
• The new spousal transferable relief for BPR and APR
• Pensions – the changes coming in this respect and the recommendations of the CIOT and others.