A scenario-based session exploring how CGT applies on death and where advisers can add value through strategic planning. Topics included CGT events and cost base resets, navigating the main residence exemption (including partial use and complex fact patterns), and managing capital gains pre- and post-death. The session also considered timing and structuring strategies for intergenerational transfers.
2026
Estate planning
CGT on death – Real-world scenarios and strategic planning
Source: Online
Published Date: 30 Mar 2026
Details
- Published By: Linda Tapiolas CTA
- Published On:30 Mar 2026
- Event Name:Estate Planning Intensive
- Session Name:CGT on death – Real-world scenarios and strategic planning
- Read Time:30+ minutes
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Tags
2026
Estate planning
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