Inheritance Tax Changes - Cheltenham 2025

Registration with tea and coffee from 8.45 a.m.

Conference will start at 9.30 a.m. until 5.00 p.m. (approximately)

The Government has published the draft Finance Bill legislation for the reduction in the relief given by APR and BPR announced in the October 2024 Budget to take effect from April 2026. As rural professionals have already found, the new Inheritance Tax position will drive:

- larger scale valuations for probate than needed since 1992

- extensive work with clients planning how they and their businesses will react to handle this.

With no substantive change from the October proposals and only months to go, the CAAV has organised a programme of briefings this autumn, intending to cover the changes, the process of probate and paying the tax, practical points, the range of valuation issues and how clients might respond and restructure.

Speakers:

Jeremy Moody, Secretary and Adviser, CAAV

Peter Bourke, Wilsons, Solicitors

Danny Crutchfield, Martin and Company – Part of the Shaw Gibbs Group, Accountants

Orla Laurenson, Wilsons, Solicitors

Ben Smith, Wilsons, Solicitors

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