Your Business. Your Wealth. Your Exit.

Join us for an informative event designed specifically for business owners who want clarity, strategy and confidence in light of the upcoming HMRC changes.

From December 2025, significant changes to Business Relief and inheritance tax planning could materially impact how business assets are taxed on death or succession.

Understanding these changes now is essential to avoid unintended tax liabilities and to protect the wealth you have worked hard to build.

This event will explore:

• How to plan a tax-efficient business exit, whether selling, transferring to family or winding down
• Common mistakes business owners make and how to avoid costly surprises
• How inheritance planning, investment strategy and exit planning work best together, not in isolation

You will hear from:

• Helen West, Independent Financial Adviser, West Financial Management
• Dominique Butters, Executive BDM, Blackfinch Investments
• Ashley Smith, Chartered Certified Accountant, HM Williams

This is an educational session aimed at helping you think strategically about your business and personal wealth in an evolving tax landscape.

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

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Host or Publisher West Financial Management