Tax and Trust Update

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This session will explore the latest issues for trusts and tax planning, to include:

• Mansion tax and the extra 2% income tax charge on savings, property and dividends; exploring the tax changes in the Nov 2025 Budget, planning opportunities open to clients, and specific provisions for the mansion tax for trusts and other ownership arrangements
• Update on IHT planning for APR & BPR, and IHT planning through wills, with the newly increased £2.5m 100% allowance, including how this can be allocated by will etc.
• RNRB: how IHT on pensions will affect RNRB claims, and relevant planning to help mitigate the loss
• TRS update: the new exclusions from the need to register Express Trusts, due in early 2026

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer