Private Client

Spring Budget 2021 and Inheritance Tax Planning

March 11th 2021

Virtual Seminar

Spring Budget 2021 and Inheritance Tax Planning

March 11th 2021

2 - 5pm

Speaker: Alan Eccles

Virtual Seminar

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3hrs CPD

The forthcoming Budget could make changes to estate planning rules and they could be significant. The Office of Tax Simplification has reviewed both inheritance tax and capital gains tax and there has even been a Wealth Tax Commission report.

With the prospect for change this seminar is timed to get you up to speed on the estate planning landscape following the Budget. The session will cover the essentials of the rules and take account of any significant changes.

Topics covered will include:-

  • Spring Budget overview for estate planning
  • The essentials of inheritance tax
  • Rules of gifting
  • Trusts update
  • Capital gains tax estate planning round-up
  • Future estate planning considerations
  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    Alan's work covers three main areas: charities, private client and parliamentary matters.

    Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

    He was previously a member of the legal staff at the Scottish Law Commission and currently lectures at the University of Strathclyde in property, trusts and charities. Alan has also tutored private client law at the University of Glasgow.

    Alan was a member of the Council of the Law Society of Scotland from 2007 to 2009 and the Society's Education and Training Committee from 2007 to 2012. He is currently a member of the Society's Charity Law and Mental Health and Disability Law Committees.