Inheritance Tax and Succession Planning in 2025

Following the October 2024 Budget, significant changes have disrupted Inheritance Tax (IHT) planning for both family business owners and a number of real estate businesses. The pension SIPP, which has previously been a popular way of planning for IHT, is no longer a reliable solution and individuals with property interests and shares in family businesses should reassess their current plans.

During this webinar, our specialists will provide a clear overview of the upcoming changes, as well as highlight some of the key considerations to help you navigate the new landscape.

What we will cover

• Key succession tax issues affecting real estate and family businesses in 2025.
• Agricultural and business relief changes from April 2026: Insights into the changing landscape, consultation responses and potential opportunities to consider.
• Proposed pension changes from April 2027: Evaluating the impact on those with an IHT exposure, particularly those with real estate held through a pension.
• Opportunities for gifting and restructuring your interests: Exploring joint ownership, Trusts and family investment company structures.
• There will also be an opportunity to ask questions.

Who should attend

• Business owners and individuals with property interests including:
• individuals with real estate such as land, residential, commercial and development
• individuals who would like to understand IHT and the impact of the tax changes coming into force over the next two years
• intermediaries with clients or an interest in real estate.

Where

This is a virtual event - you will receive log in details upon registration.

Register here