The New Inheritance Tax Landscape

Speakers

Professor Lesley King
Professor
 
Professor Lesley King is a former member of the Probate & Estates Committee of STEP.
UK
Webinar date: March 19, 2026 2:00 pm
Webinar length: 1 hour 30 minutes
Type:  Recorded
CPD: 1.5

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In a rapidly shifting tax environment, understanding the evolving rules around Wills, inheritance tax, reliefs, and pensions has never been more important. This webinar brings together two leading experts to discuss the key challenges emerging in 2026, the unexpected consequences for practitioners, and the practical steps firms can take to stay ahead. The session offers a grounded, practitioner‑focused look at what’s changing — and what that means for clients, advisers, and estate planning strategy moving forward.

Key takeaways include:

  • The practical impact of the latest Business and Agricultural Property Relief proposals, including what shifting caps and transferability mean for real clients in real scenarios
  • How increased valuation requirements will affect personal representatives, HMRC timeframes and advisers, and why accurate, defensible valuations are becoming central to estate planning
  • Key considerations for lifetime gifting, ownership periods and CGT exposure, and how to avoid the common traps that arise when rules change at short notice
  • The implications of pension-based IHT from 2027, including how the new rules may alter client behaviour, increase administrative pressure and affect funding options for executors
  • Practical guidance for will drafting during ongoing legislative uncertainty, and when discretionary trusts or post death variations may offer more flexibility
  • Recommendations from the House of Lords Economic Affairs Committee, what they highlight about the emerging IHT regime and what practitioners should expect next

Host

Russell Kaminski
Partner and Head of Private Client
Vault Private Client
Russell is Partner and Head of the Private Client team at Vault Private Client, making him one of the youngest leaders in his field across the region. Since qualifying as a Solicitor in 2018, Russell has rapidly established himself as one of the leading private client lawyers in the North West. Known for his approachable, diligent and personable nature, Russell has earned a reputation for his exceptional bedside manner. He takes the time to truly understand his clients’ needs, using his expertise to deliver clear, practical solutions. Ranked in both Chambers High Net Worth and The Legal 500 as a notable practitioner, Russell is frequently sought after for his insights, providing commentary for leading publications, including mainstream newspapers. He is also a respected guest writer for the Law Society and has authored several published articles. Russell holds full STEP qualification, the highest accreditation for Private Client lawyers. In addition to his professional achievements, Russell serves as a trustee at St Ann’s Hospice, reflecting his commitment to giving back to the community. With a particular focus on digital assets and international estates, Russell brings an innovative approach to Private Client law and leads a team that prides itself on being friendly and responsive.

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