Your Valuation Community: what’s coming up this year?

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Inheritance tax (IHT) remains a key consideration in the valuation sector. Attending this webinar will equip you with timely, practical insights into how the Spring Statement announcements have reshaped inheritance tax rules and valuation practices. You’ll gain clarity on changes to reliefs, thresholds and reporting requirements, while exploring their real-world impact on advisory and compliance work. By strengthening your ability to anticipate client concerns and adapt to new legislation, you’ll position yourself at the forefront of professional knowledge in the valuation sector.

During this webinar, our speakers will:

• Provide a deeper understanding of how the announcements reshape IHT rules and valuation practices
• Explore practical implications for advisory and compliance work in the valuation sector
• Explain changes in reliefs, thresholds and reporting requirements
• Strengthen your ability to anticipate and respond to client concerns in a changing tax landscape
• Allow you to position yourself at the forefront of professional knowledge as the sector adapts to new legislation

Samantha's area of expertise is valuation work for all tax related purposes, including corporate group restructures, transactions, management incentive plans and personal tax.Samantha has over 20 years’ experience in tax valuations working with clients ranging from large multi-national organisations to start-up businesses, and from private equity funds to individuals and trusts.

Laura has extensive experience of providing tax planning services to private individuals and has worked in this area for over 16 years. Laura is a registered member of the Chartered Institute of Taxation and focuses on advisory services to high-net-worth individuals, their families, businesses and trust structures, including capital taxes planning, estate planning, the sale of business assets and development land, trust planning, succession and family investment companies.

We are planning to host a networking event in June. Please keep an eye on your inbox for times and topics.

Save the date!

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We plan to finish the year with another webinar discussing one of the many important issues facing the valuation industry today.

Please note that the above are subject to change.