IHT and valuation: post-Statement insights

Event information

Inheritance Tax (IHT) remains a key consideration in the valuation sector. Attending this webinar will equip you with timely, practical insights into how the Spring Statement announcements have reshaped inheritance tax rules and valuation practices. You’ll gain clarity on changes to reliefs, thresholds, and reporting requirements, while exploring their real-world impact on advisory and compliance work. By strengthening your ability to anticipate client concerns and adapt to new legislation, you’ll position yourself at the forefront of professional knowledge in the valuation sector.

Key benefits

During this webinar our speakers will:

• Provide a deeper understanding of how the announcements reshape IHT rules and valuation practices.
• Explore practical implications for advisory and compliance work in the valuation sector.
• Explain changes in reliefs, thresholds, and reporting requirements.
• Strengthen your ability to anticipate and respond to client concerns in a changing tax landscape.
• Allow you to position yourself at the forefront of professional knowledge as the sector adapts to new legislation.

About the speakers

Laura Hayward, Partner, S&W Group Laura has extensive experience of providing tax planning services to private individuals, and has worked in this area for over 16 years. Laura is a registered member of the Chartered Institute of Taxation and focuses on advisory services to high net worth individuals, their families, businesses and trust structures, including capital taxes planning, estate planning, the sale of business assets and development land, trust planning, succession and family investment companies.

Samantha Woodward, Director, S&W Group Samantha's area of expertise is valuation work for all tax related purposes including corporate group restructures, transactions, management incentive plans and personal tax. Samantha has over 20 years’ experience in tax valuations working with clients ranging from large multi-national organisations to start-up businesses and from private equity funds to individuals and trusts.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

ICAEW members and non-members are welcome to join. This event is organised by the Valuation Community. Please click here to join online.