Budget update and solutions for IHT changes

Event information

We're approaching six months on from Labour's first budget, where it was announced pensions could be subject to tax charges of over 67% on death, and tax bills of 20% applied to business shareholders. Join this webinar to better understand any announcements in the Spring Statement, the landscape of inheritance tax (IHT), how it will affect pension savings and business owners, and gain ideas of how to plan around these changes. This session is being hosted by the multidisciplinary team at Forvis Mazars, covering Tax, Financial Planning and Deal Advisory; our experts cover all aspects tax and commercial when considering plans.

Key benefits

• Discuss any announcements from the Spring Budget.
• Understand how IHT is changing for pensions and businesses, including what you and your clients should be aware of.
• Gain insights on what planning routes could be taken to mitigate the impacts of these tax charges.

When you book your place you will be eligible for a free, no obligation financial planning consultation with Forvis Mazars Financial Planning.

About the speakers

	James Robinson, Private Client Director, Forvis Mazars James is a Chartered and Certified Financial Planner and a Fellow of the Chartered Insurance Institute. His focus is building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals. His achievements have been recognised by the CISI, winning the 2022 awards for the CFP exam & case study. Citywire Magazine named him in the ‘Top 35 Next Generation Advisers’ 2017-2021.
	Abigail Hitchins,Tax Manager, Forvis Mazars Abi is a Chartered Accountant and Chartered Tax Adviser and has in-depth experience of personal taxation ranging from privately owned business restructuring and tax residence to asset protection, wealth transfer and succession planning. She focuses on building strong relationships with individuals and their families to help them make informed decisions about their tax position, enabling them to live the life they want to lead.
	Paul Joyce, Head of M&A, Forvis Mazars Paul has over 20 years of Mergers & Acquisitions (M&A) experience, working on buy-side and sell-side transactions for a range of owner-manager, private equity, and corporate clients. Paul has had a successful career as a Chartered Accountant and in M&A, before joining Forvis Mazars in 2017 to build the London M&A team. Paul has focused for the majority of his career on working in the lower mid-market, supporting businesses through the transaction process.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

ICAEW members and non-members are welcome to join. This event is organised by the Personal Financial Planning Community. Please click here to join online.