IHT, CGT and stamp duty update and planning
Timing: 09:30 - 12:45 (UK time)
AAT Masterclass: Where capital tax advice can go wrong, and how to approach it with clearer judgement.
Exclusive discounts for AAT members: From £81 to £90 (Non-members £126)
You will be redirected to an external site for booking.
Course Type
Live online course
Date
16 Jun 2026, 09.30
Length
3 hours +
What you’ll achieve
- understand how recent capital tax changes affect advice in real client situations
- build confidence around IHT, CGT and Stamp Duty planning opportunities currently available
- recognise where reliefs apply, where they don’t, and where risk commonly arises
- make clearer judgements when advising on property, disposals and asset transfers
- strengthen how you explain capital tax outcomes and trade-offs to clients.
About this course
IHT, CGT and Stamp Duty continue to evolve, with changes to reliefs, thresholds and interaction between taxes creating both opportunity and risk. Work through the latest capital tax updates and planning points, using practical examples to show how the rules apply across common client scenarios.
You’ll revisit key reliefs, property-related issues and disposal planning, and explore how the three capital taxes interact in practice.
This masterclass is for advisers and finance professionals who deal with IHT, CGT or Stamp Duty as part of their client work and want a clear, up-to-date refresher that focuses on practical application.
Meet the Speaker(s)
Tim Palmer
Tim Palmer
Tim Palmer is one of the UK’s best known and popular tax presenters. He lectures frequently all over the UK, three or four times a week on a wide variety of taxation topics. He has been presenting tax lectures for over 30 years now! He also writes regular magazine articles for the leading taxation publications.
Alongside his lecturing, Tim also provides tax consultancy services, and specialist tax advice. Previously Tim Palmer was a senior Tax Manager with Howarth Clark Whitehill LLP, advising on all areas of tax and NIC for the firm to their clients. He was also a member of the tax department of P&O where he specialised in Corporation Tax and the Construction Industry.
Read moreOverview
Live online course |
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3 hours + |
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Tax |
Syllabus
This masterclass will cover:
- IHT updates and current planning considerations
- capital gains tax refresher and recent developments
- business asset disposal relief and where it applies in practice
- CGT on property, including interaction with IHT
- changes to business property relief and agricultural property relief
How to access
Purchase securely online, and we’ll send you further instructions and your receipt explaining how to access the training ready for the live training.