Mitigating Inheritance Tax (Legally): A Practitioner's Toolkit

Master the legal tools to reduce inheritance tax, from the fundamentals to the 2027 pension changes and advanced structuring for advisers.
About this Event

A practical, in-person masterclass usually reserved for professional advisers, now tailored for the public, on legally mitigating inheritance tax. It covers how IHT actually works, the legitimate tools for reducing your exposure, and the planning implications of the 2027 changes to pension death benefits.

Led by Mohammad Uz-Zaman TEP, Chartered ALFBF, and Prajesh Patel DipPFS, Cert SMP, Directors of Private Clients at ADL.

We'll start with the fundamentals: the Nil-Rate Band, the Residence Nil-Rate Band and its tapering, Potentially Exempt Transfers, the CGT interaction and when IHT must be paid. From there we move into more advanced structuring, including leaving the UK and domicile planning, FOTRA securities, and alphabet share structures. Throughout, we draw on live case studies from ADL's private client practice.

What past delegates have said:

• "Very informative. Mohammed and his colleague engaged well with participants and addressed questions thoroughly." — Anonymised delegate

• "So much material, I loved it. Could easily fill two sessions." — Anonymised delegate

• "Great knowledge and engaging delivery." — Anonymised delegate

• "Thank you, a great workshop. Gave me a clear overview of the tax structuring involved." — Anonymised delegate

Who it's for: Individuals and Business Owners with inheritance tax issues and concerns.

Format: In-person, Moorgate, City of London, 11:00 to 17:00, limited to 30 delegates.

Tea, coffee, snacks, and a sandwich lunch included.