UK Budget 2025: Private Client Planning Impact Assessment

The 2025 UK Budget had less of an impact on private client planning than feared.

This Webinar will provide an update on private client tax planning for UK tax residents following last week’s Budget and the draft Finance Bill 2026 (to be released before the Webinar).

The topics covered will be:

1. Overview of UK Property Planning (following announcement of increase in IT rates on property income from April 2027).
2. Family Investment Companies (considering impact of higher tax rates on dividend income from April 2026).
3. Excluded Property Trusts (EPTs); identify which existing EPTs will benefit from the relief announced in the Budget. New EPTs: eligibility, structure and benefits.
4. Overseas life insurance bonds. These were not impacted by the Budget and will continue to provide an income tax and capital gains tax deferral mechanism for all UK residents.
5. Q&A

Speakers

Simon Denton Managing Director | Sovereign (UK) Limited

Laurence Lancaster LLB, LLM, TEP | Barrister-at-law | Group Head of Tax

Click below register for this free webinar