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‘Tis the Season to be Gifting — IHT, Psychology & Planning for a New Year
Thursday 11 December 2025, 12:00 pm - 2:00 pm
Brodies
Veronica Duthie, Solicitor, Brodies LLPDonna McKay, Legal Director, Brodies LLPKyle Goodfellow, Business Development Manager, Triple PointAlan Whittle, PFS North Scotland Chair, PFS North Scotland / Unburdened Limited
CPD
Tis the season to be gifting, so why not join us for lunch where we will discuss the tax implications, behavioural hangups and legal ramifications of gifting!
As our gift to you, lunch will be provided. All you need to bring is your conversation and your willingness to participate in the discussion!
Session Overview
Join us for an insightful lunchtime CPD session exploring how advisers can help clients navigate the rules, emotions, and opportunities around gifting and inheritance in a post-Budget environment.
Leading Objectives
- Understand how gifting strategies interact with trusts, IHT, and Business Relief.
- Gain insight into the behavioural and generational dynamics that influence client decisions.
- Recognise key legal and compliance considerations around disposals and transfers.
About the Speakers
- Donna Kay, Brodies LLP – Matrimonial watch outs
- Kyle Goodfellow, Triple Point – Estate Planning & Business Relief
- Veronica Duthie, Brodies LLP – Legal considerations of gifting and trusts
- Dr Alan Whittle, Unburdened / PFS – The psychology of gifting and generational planning
Venue
Brodies
31-33 Union Grove
Aberdeen
AB10 6SD
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Fri 28 Nov 2025, 1:00 pm - 2:00 pm
Online
Faye Williams, Head of Retail SalesKyle Goodfellow, Business Development Manager
CPD
