The Finance Act 2025: The Impact on Taxation and Succession Planning

1 hour verifiable CPD

The Finance Act 2025 marks a significant shift for individuals with international connections, with important implications for both tax and succession planning. This webinar will examine the key tax changes affecting non UK assets and non-resident individuals, highlighting where long standing inheritance tax assumptions may no longer hold and illustrating how outcomes can differ from the pre 2025 position. It will also explore how those tax changes interact with succession planning in practice, including the impact on wills, estates and cross border family arrangements. The session will conclude by highlighting adviser risks and red flags, and identifying circumstances in which planning may need revisiting.

Learning Outcomes: 

• Understand how the Finance Act 2025 affects tax and succession planning for internationally connected estates
• Identify key tax changes impacting non UK assets and non-resident individuals
• Recognise the practical implications for wills, estates and cross border family arrangements