Understanding the new UK inheritance tax landscape

Recent changes to UK Inheritance Tax are reshaping how family wealth, businesses and pensions should be structured for the next generation.

This focused session will highlight the practical planning implications of:

• Reforms to Agricultural Property Relief (APR) and Business Property Relief (BPR), including the new £2.5 million cap on 100% relief and the impact on family farms and owner-managed businesses.
• Pensions being brought into the scope of IHT, fundamentally changing estate and succession planning.
• The continued freezing of IHT allowances and its effect on inter-generational wealth transfer.

We will explore succession planning strategies, liquidity considerations and actions families and advisers should be considering now to protect long-term family wealth.

Ideal for individuals, trustees and advisers involved in family wealth planning, business succession and estate structuring.

Taking place at The Oaklands Pavillion, doors open at 8am with bacon rolls being served. If you have any special dietary requirements please email [email protected]. The Seminar will end by 10am.

Places are limited so please book early to avoid disappointment.

This is a joint event and attendee names may be shared with all parties involved in hosting and presenting for the purposes of this event only. Photographs may be taken at the event for press and/or social media purposes.

By booking tickets you agree you are happy for attendee names to be shared with all parties involved and that any photos you are included in may be used. However, should you wish for your photo not to be taken/used, please let us know.

Know what’s Happening Next — before everyone else does.

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