Private Client

Post Budget Estate Planning landscape

February 13th, 2025

Virtual Seminar

Post Budget Estate Planning landscape: Get to grips with the new rules

February 13th, 2025

2 - 5pm

Speaker: Alan Eccles

Virtual Seminar

Book Now

£180+VAT

3hrs CPD

The October Budget shook up some things. There were some material changes to inheritance tax. Capital gains tax will also be affected. It will affect how estate planning happens. Many clients will need to change tack. And promptly.

Join this session to hear thoughts on what you need to be thinking about in this new landscape.

Topics will include:-

  • Does this affect wills?
  • What are new the business relief rules?
  • How will agricultural property relief now work?
  • What should family business be thinking about?
  • How will a farm get to the next generation?
  • What is the latest with the residence nil rate band?
  • Pensions: tax turned on its head?
  • What about gifting?
  • Capital gains tax… what now?
  • How can we help clients with all of this?
  • 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.