We’ve been recording ‘Technically speaking’ sessions with Utmost’s Steve Sayer for a few years now.
And because they offer really crunchy case-study based content, they’re really popular with paraplanners.
But we like to plan ahead so late last year, we sat down with Steve and the team at Utmost to talk about the ‘Technically speaking’ plans for 2026. During the conversation, Steve talked about each of the major tax planning milestones that stem from the measures announced by the Chancellor since October 2024 and stretch ahead to 2031.
And when Steve revealed that he had a single slide that set out each of the changes against a timeline, we decided – there and then – that was definitely something paraplanners would like to hear more about.
So we invited Steve into the studio to talk us through it.
And here’s the result: Steve Sayer’s guide to the tax change timeline until April 2031. In it, Steve covers inheritance tax and the domicile regime, excluded property trusts and the new foreign income and gains regime, the agricultural and business property relief changes, pension death benefits in 2027, plus the effects of the freezing of tax bands until 2031.
Plus you can download his slide using the link below.
