The Autumn Budget 2026 is set to be a pivotal moment for private client solicitors.
Major tax reforms are already underway, including the extension of inheritance tax to unused pension funds from April 2027. With further changes to capital gains tax also speculated, you need to prepare for a rapidly changing tax and estate planning landscape.
This practical session will look at pension death benefits, changes affecting savings and property, business succession and the inheritance tax rules practitioners need to be considering ahead of April 2027.
Clients increasingly need joined-up advice across retirement planning, inheritance planning and intergenerational wealth transfer. Join us to understand what’s changing, what remains the same, and the key implications for estate planning, wills, trusts and lifetime wealth transfers. Our expert speakers will highlight the key risks and planning opportunities, as well as the areas requiring immediate client attention.
Learning objectives:
- Understand the tax changes and policy developments that emerged from the Autumn Budget 2026 and their implications for private client practice
- Apply effective estate planning strategies in light of evolving tax rules
- Proactively identify where clients may need to update wills, trusts and succession plans
Who should attend:
- Private client solicitors
- Trust practitioners
- Tax specialists
- Those advising on wills, trusts, probate, estate administration and succession planning
Speakers:
Chair: Michael Culver, Managing Director, Culver Law Ltd.
Stephen Pallister, partner, Wiggin Osborne Fullerlove and member of the Law Society’s Tax Committee
Harvey Armstrong, Chartered Financial Planner, Lumin
Lumin is proudly supporting this webinar as our Private Client Solicitors Section supporter.
