The Impact of Recent Changes for Owner Managed Businesses on Inheritance Tax and Pensions
Recent changes to Inheritance Tax and pension rules could have a significant impact on business owners. They aren’t distant policy shifts and could have a real impact on how you protect, grow and pass on your business.
This session is designed to help you stay ahead. We’ll break down what’s changing, what it could mean for you, and how early planning can put you in a stronger position.
In this session, we’ll cover:
- What the latest Inheritance Tax changes could mean for business succession and family transfers
- How to plan ahead so your family can meet a potential IHT bill without needing to sell part, or all, of the business
- How evolving pension rules may affect your long-term planning and legacy options
- Practical steps you can take now to help protect your business and plan with confidence
With insights from specialists in financial planning and tax advisory, you’ll gain a clearer understanding of the changes to Business Property Relief (BPR), alongside pension regulation updates taking effect from April 2027.
This is an opportunity to get informed, get prepared, and take control of what comes next.
Please note that this event is reserved for members only.
If you are interested in becoming a member, please contact [email protected] for more information.
About the Speakers:
Marcus is a Senior Chartered Financial Planner at Pareto Financial Planning. He has worked in the financial services industry since 2002, becoming a Chartered Financial Planner in 2009, and is now an Associate Trust Estate Practitioner (TEP) working towards full TEP status.
Marcus has gained a wealth of experience having worked in the City of London for many years advising wealthy families and entrepreneurs; subsequently specialising in Court of Protection, Trustee and Deputyship work and currently advises on all areas of financial planning on both the personal and corporate side.
Jack is an Associate Director at K3 Tax Advisory. He has worked in tax since 2014 and is a Chartered Certified Accountant and a Chartered Tax Advisor.
Jack’s experience covers a wide range of tax matters, including corporate structuring, M&A transactional work, and family tax planning.
Stuart has been with Pareto Financial Planning since the start in 2008.
He is Pareto’s Business Development Director, working with existing partners and developing new ones to grow the business. He has a degree in Politics and has a vast career in financial advice.
Interested In The Event?
If you’re interested in attending, you can book online here.
For any further enquires about this event, contact [email protected]
