As the tax landscape continues to evolve at pace, professionals need clear, authoritative guidance more than ever. The Winter Taxation Essentials 2025 brings together two leading experts for a focused, one-day programme designed to equip tax practitioners with the clarity, confidence, and up-to-date knowledge they need for the year ahead.
Taking place on Tuesday, 9 December 2025, this event offers two in-depth 2-hour CPD sessions, each addressing some of the most significant tax challenges and opportunities facing advisors today.
Session 1 (2 hours)
IHT Planning for High Net Worth Individuals
with Ros Martin
High net worth individuals have faced a series of IHT rule changes in recent years—changes that are reshaping long-term planning strategies and leaving many clients uncertain about the future of their wealth. In this essential session, Ros Martin provides a clear, practical analysis of what these reforms mean and how advisors can respond.
Key topics include:
- The upcoming changes to Business Property Relief (BPR) and Agricultural Property Relief (APR) from April 2026
- Adjustments to the IHT cost of pension funds from April 2027
- Strategic planning options to navigate and mitigate the impact of new rules
- Understanding gifting pitfalls and common mistakes to avoid
- The effects of the new non-domicile provisions and the introduction of long-term resident concepts
By the end of the session, you’ll be equipped to identify clients most at risk under the forthcoming rules and provide informed, effective strategies to help them manage and reduce potential liabilities.
Ideal for: Tax Advisors and anyone advising high net worth individuals on estate and wealth planning.
Session 2 (2 hours)
Rebecca Benneyworth Tax Update – December 2025
with Rebecca Benneyworth MBE
Renowned tax expert Rebecca Benneyworth returns with her highly anticipated annual update. This session distils the most important tax developments affecting small businesses and their owners, providing clear guidance on what has changed, why it matters, and what practitioners must do next.
Expect a practical, insight-rich exploration of recent reforms, compliance considerations, and emerging issues shaping the smaller practice environment.
Whether you’re advising owner-managed businesses or simply need a comprehensive refresh before year-end, this session delivers the clarity and direction you need.
Why Attend?
- Four hours of high-quality CPD delivered by two of the UK’s most respected tax experts
- Actionable insights directly applicable to client work
- Clear guidance on upcoming legislative changes
- A concise, impactful format—perfect for busy professionals
- The latest updates affecting both wealth planning and small business taxation
Enrol Today
Secure your place at The Winter Taxation Essentials 2025:
https://courses.cpdstore.co.uk/pages/the-winter-taxation-essentials-2025
FAQs
When is the Winter Taxation Essentials 2025 taking place?
The event takes place on Tuesday, 9 December 2025. It is a one-day programme featuring two in-depth CPD sessions.
How long is the event?
The event runs for one day and includes two 2-hour CPD sessions (4 hours total).
What sessions are included?
The day includes:
- IHT Planning for High Net Worth Individuals with Ros Martin
- Rebecca Benneyworth Tax Update – December 2025 with Rebecca Benneyworth
Who are the presenters?
- Ros Martin – Specialist in inheritance tax planning, advising on the impact of recent and upcoming IHT reforms.
- Rebecca Benneyworth MBE – Renowned tax expert known for her clear, practical updates on small business taxation and current topics for smaller practices.
What will the IHT Planning session cover?
Ros Martin will address key issues affecting high net worth individuals, including:
- Changes to Business Property Relief (BPR) and Agricultural Property Relief (APR) from April 2026
- Adjustments to the IHT cost of pension funds from April 2027
- Effective planning strategies to manage these changes
- Common mistakes related to gifting assets
- The impact of new non-domicile rules and long-term resident concepts
Who is the IHT session most suitable for?
This session is particularly valuable for Tax Advisors, wealth planners, and anyone advising high net worth clients.
What will the Tax Update session cover?
Rebecca Benneyworth will provide an up-to-date overview of:
- Recent changes affecting small businesses and their owners
- Current hot topics relevant to smaller practices
- Practical implications for advisors going into 2026
How many CPD hours does the event provide?
The event delivers 4 hours of high-quality CPD.
How do I enrol?
You can enrol via this link:
https://courses.cpdstore.co.uk/pages/the-winter-taxation-essentials-2025
Why should I attend?
You’ll gain:
- A clear understanding of major rule changes arriving in 2026–27
- Practical guidance for advising high net worth clients
- Up-to-date insights for small business taxation
- Expert-led CPD from two leading industry specialists
- Actionable strategies to apply immediately in your practice
Who should attend overall?
- Tax Advisors
- Accountants
- Financial planners
- Small practice owners
- Wealth and estate planning professionals
The contents of this article are meant as a guide only and are not a substitute for professional advice. The author/s accept no responsibility for any action taken, or refrained from, as a result of the material contained in this document. Specific advice should be obtained before acting or refraining from acting, in connection with the matters dealt with in this article. The information at the time of publishing was accurate and could be subject to final changes.
