This session took place on Wednesday 30th April 2025

Presenter: Professor Lesley King

For access to the notes and slides from the session, please email elouise.enright@surreylawsociety.org.uk

As we move further into 2025, the impact of the 2024 UK Budget on private client matters becomes clearer. This in-person course will guide private client practitioners on key post-Budget changes, including updates to Business Property Relief (BPR), Agricultural Property Relief (APR) and its implications for farmers, and Capital Gains Tax (CGT) adjustments. We will also cover Non-Dom reforms and the latest developments in Inheritance Tax relief on inherited pensions.

The session will provide practical advice, top tips, and best practice strategies for advising clients on these evolving areas. Attendees will leave equipped with the knowledge to navigate these changes confidently and provide clients with the best possible advice for managing wealth and succession planning in this new landscape.

What people have said about Lesley’s previous sessions:

• Clear explanations, good detail, nice pace
• Extremely informative & delivered in a friendly way
• Lesley King is fantastic, knowledgeable and able to deliver in a clear & concise way to all levels.
• Very relevant & interesting content; well delivered
• Very clear explanations & notes. Went into good level of detail.

Professor Lesley King

Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.

She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.

She is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists.

She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.