Friday 15th May 2026 9.00am – 12.00pm
Our fifth accredited CPD course of 2026, delivered in conjunction with leading training provider Tolley, takes place on Friday 15th May.
In this webinar, we focus in detail on inheritance tax rules along with the forthcoming changes to unused pension funds. We’ll also cover succession planning in family businesses and related capital gains tax and IHT issues.
We are delighted to welcome Kevin Read, experienced tax tutor and training consultant, to deliver this session.
This three-hour webinar will broadly include:
- Scope of IHT following the Finance Act 2025 reforms
- Revision of basic IHT rules
- PETs and chargeable lifetime transfers
- Making use of IHT exemptions
- Nil rate bands
- Finance Act 2026 IHT changes to unused pension funds
- Succession planning in family businesses
- Transferring shares
- CGT tips and traps and using trusts
- Simple pre-death IHT planning
- The treatment of CGT upon divorce
The event will take place virtually on Zoom. All our courses are free to attend and delegates qualify for three hours of structured CPD*.
*Please note, CPD not available if watching a recording of the webinar on demand.
Our trainer
Kevin Read ACA
Kevin is a Chartered Accountant and freelance lecturer and writer. He qualified with PwC in the late 1980s before moving on to BPP to work as a tax tutor. Since 1992, he has run his own consultancy providing training courses for accountants, lawyers and private client managers and covers a wide range of tax topics relating to OMBs and HNWis.
He regularly delivers updates to local societies of the ICAEW and ACCA conference and writes technical material for various publications.
