Capital Taxes Update and Refresher

This course will focus on recent developments and key proposals including the impact of changes announced in the Autumn Budget.

Contents

• Updates on the IHT changes from the Autumn Budget 2024
• Tax planning opportunities in light of these changes
• Updates on the CGT changes from the Autumn Budget 2024
• Consideration of our capital gains tax planning, and where we are with BADR and CGT reliefs
• Let’s keep an eye on where we are with Trusts
• Will planning
• A review of recent tax cases on CGT and IHT