Planning for the future + navigating Inheritance Tax changes
May 1 @ 8:00 am - 10:30 am
Napthens has teamed up with PM+M for an exclusive breakfast event at Stanley House on 1st May. Join us for a FREE EVENT which explores the significant changes to Inheritance Tax (IHT) and their impact on family businesses and succession planning.
With new rules taking effect from 6 April 2026, succession planning is more important than ever. Our expert speakers will provide practical insights and strategies to help businesses and individuals prepare for these changes.
Key topics we’ll be covering
- What’s changing with BPR + APR and how it impacts succession planning
- Funding the IHT bill – tax-efficient strategies to cover liabilities
- Gifting + share structures – balancing tax efficiency with control
- Trusts, wills, and shareholder agreements
- Family investment companies
- Future outlook – potential tax changes and planning opportunities
This event is ideal for business owners and individuals looking to navigate the upcoming IHT changes.
Breakfast will be provided.
Unfortunately, this event is not open to accountancy or financial planning professionals / practices.
