Avoiding private wealth disputes in the new IHT landscape

This practical seminar is designed for private client lawyers—particularly those advising clients with assets in both Scotland and England—as well as litigators who want to stay ahead of the curve in protecting family wealth and reducing the risk of conflict.

Chaired by Alan Barr, our expert panel will: -

• Demystify the reforms: Outlining the key IHT changes (including APR and BPR), and their impact on estate planning strategies;
• Examine preventative measures: Including the role of trusts, and pre / post nuptial agreements in safeguarding family assets;
• Identify risk factors: Exploring why the new IHT landscape could lead to more disputes and the types of claims which might arise;
• Compare jurisdictions: Highlighting similarities and differences in how disputes can be resolved in Scotland and England;
• Spot and solve problems early: Considering how to mitigate or avoid unwanted tax consequences before they escalate; and
• Defuse potential disputes: Practical tips on calming tensions and keeping matters out of court.

Join us to gain clear insights that will help you guide clients through the new IHT regime with confidence, reduce dispute risk, and protect family wealth for generations to come.

Event Venue & Nearby Stays

Brodies LLP, 58 Morrison Street, Edinburgh, United Kingdom

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