Friday 13th November 9.00am – 12.00pm
Our eleventh accredited CPD course of 2026, delivered by leading training provider Tolley, takes place on Friday 13th November.
In this webinar, aimed at professional advisers to owner-managed businesses, we will provide an in-depth review of tax issues relevant to business owners considering succession.
During the session, we will cover the main issues relating to:
- The recent Autumn Budget and its impact on IHT planning, including a reminder about APR/BPR changes from April 2026
- Lifetime gifting issues including CGT reliefs
- The use of trusts in succession planning including the risks of implied trusts and gifting
- Wills
- Partnerships – what counts as a partnership asset
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
Chris Thorpe LLB (Hons), CTA (Fellow), ATT, TEP
Chris is a Fellow of the Chartered Institute of Taxation (CIOT) and full member of the Society of Trust & Estate Practitioners, as well as a non-practising barrister.
Chris’ specialist areas include succession planning, capital gains tax, inheritance tax and trusts and estates and he has extensive experience in owner-managed businesses and partnerships.
He is currently a tax director at a firm of chartered accountants in Dorset, prior to which he was a technical officer at the CIOT. He lectures on a freelance basis, is an author and regularly contributes academic articles to magazines.
