The rules around Inheritance Tax are undergoing the most significant haul in decades and time is running out to act.
We have joined forces with FPC to host The Budget & Beyond: Tax, Wealth and Legacy Planning, a powerful and practical panel discussion on Friday 28th November at the Park Royal in Warrington. We’ll break down the upcoming legislative changes and their likely impact on your financial future.
What’s it’s all about?
Although first announced in the October 2024 Budget, the final legislation is now fast approaching – and it will fundamentally change how Business Property Relief and pensions are treated for IHT purposes.
For many business owners and individuals with substantial pension savings, these changes could result in dramatic increases in inheritance tax liabilities – even for those who previously expected to pay none at all. Purely from policy changes, not increased wealth.
Whether you’re planning to pass on a family business, optimise your pension, or preserve your wealth for the next generation, this event will explain:
- How Business Property Relief will be capped from April 2026
- The impact of all pensions being dragged into the IHT net from April 2027
- What actions you can take now to mitigate or even eliminate unnecessary tax
- Why waiting until the rules take effect may cost your family dearly
Why attend?
- Understand the real financial impact of IHT rule changes on business and pension wealth
- Discover practical planning steps you can take right now – before the window closes
- Get your questions answered by specialists in tax, financial planning, and legal structuring
How much does it cost?
It’s absolutely free to attend.
What can I expect?
This event will start with registration & refreshments at 10am prior to a 10.30am start.
After the talks and panel discussion, lunch will be provided along with the option to network further between 12.30pm and 2pm.
Event Details:
- Date: Friday 28th November 2025
- Time: 10:00 arrival (10.30am start) – 2pm
- Location: The Park Royal Hotel, Stretton Road, Warrington WA4 4NS
Do I need to RSVP?
Yes please – it really helps us to plan if you can let us know you will be coming🙏🏽
You can do this by simply clicking the RSVP link above or booking direct through Eventbrite.
If you have any technical questions about the content and whether this is something for you, please contact Paul, either by phone: 0161 4569666 or email: [email protected]