Private Client Webinar

Bristol Law Society

.Planning for the next generations: Impact of the Autumn Budget on the Private Client Sector

Thank you for your interest in our event.  Bookings can still be made up to 12noon on the day of the event by emailing our Events Executive, Clair Ponting, on events@bristollawsociety.com.

By registering to attend this webinar you agree to our standard Terms &amp; Conditions of booking https://www.bristollawsociety.com/webinar-terms-conditions-of-booking/ Unfortunately, Eventbrite have recently changed their registration process to only require your email address. This means if you only register with your email address and do not complete the full registration form from BLS, your details are not passed to us on the attendee list. In order to assist our events team process bookings, we kindly request that you take the time to complete all the registration form at the time of booking to prevent us having to contact you for the additional information at a later date. Thank you for your assistance.

Planning for the next generations: Impact of the Autumn Budget on the Private Client Sector WebinarWith <a href="https://www.linkedin.com/in/sarah-bolt-40702a28/" title="https://www.linkedin.com/in/sarah-bolt-40702a28/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Sarah Bolt</a>, Partner, Culver Law and Bristol Law Society Council MemberOn Wednesday 26 February 2025At 12.30pm-2.00pm onlineMuch of the UK’s wealth is currently held by the older, baby boomer, generation. It is estimated that around £5 trillion will pass to the younger generations over the next 30 years. Although the most common way to pass on wealth to the next generation is to make a Will, it is incredibly important to consider the options for your clients, especially when inheritance on death is now happening much later in life. Estate planning and wealth transfers during lifetime are growing in importance, particularly when working to mitigate potential tax implications.This webinar will help practitioners work through and understand the changes made to the private client sector as a result of the Autumn budget in 2024 including changes to inheritance tax and how this will work in practice enabling them to be better equipped to provide clients with advice on estate planning, including the various options available to help mitigate tax liability on death to be able to pass on as much to the next generation(s) as possible.In particularly, we will consider:The Great Wealth Transfer: Silent Generation and Baby BoomersChanges on the horizon – Autumn Budget. Reforms to:Inheritance tax, including thresholds for residence/nil rate bands, APR and BPR, and pensions.o Capital Gains Tax, including carried interest, Business Asset Disposal Relief, and Investors Reliefo Change from the non-domiciled regime and end of protected trust statuso Income Tax, Stamp Duty Land Tax, Corporation Taxo Staffing costso Private school fees and VATEstate and succession planning:o Gifts during lifetimeo Using trusts to hold assetso Passing on assets in a WillImpact of the Autumn Budget on private client disputes?Other considerations:o Deliberate deprivation of assets: care feeso Lifetime gifts: presumption of undue influenceo Tax implications and increased scrutiny by HMRCo Post death variationso Charitable givingTarget Audience: All fee earners practising in Private Client matters including contentious and non-contentious probate

Our {communityGuidelinesLink} describe the sort of content we prohibit on Eventbrite. If you suspect an event may be in violation, you can report it to us so we can investigate.

To report other categories of prohibited or illegal content, submit {link}

Registrations are closed

Private Client Webinar

More events from Bristol Law Society

Discover more events from Bristol Law Society, from Business to other experiences you might love.

Registrations are closed

Private Client Webinar

More events from Bristol Law Society

Discover more events from Bristol Law Society, from Business to other experiences you might love.

You might also like...

Browse more events with different dates, prices, and formats to find your next great experience.