Tax and wealth planning for entrepreneurs and family business owners

Event information

The tax changes announced by Rachel Reeves in the Autumn Budget will have a once in a generation impact, particularly for SME owners and those with significant pension assets. This webinar will help you understand the implications of the changes to proactively structure your affairs to efficiently cascade wealth down the generations. 

Key topics

• Building and preserving wealth across life stages - what business owners need to know pre- and post-retirement about building wealth.

• Pensions and planning - pension contributions vs alternative vehicles for tax efficiency and the impact of post-2027 IHT reforms on pension planning.

• Tax-efficient investment strategies for HNWIs - managing income using tax efficient investments.

• After the exit: planning post-business sale - structuring proceeds from a business exit to maximise personal and family benefit.

• Reforms on the horizon - how expected changes to Business Property Relief (BPR) and pension rules will affect your planning.

• Actionable insights to help protect your wealth - understand how the IHT reforms will affect you and receive practical tips to help minimise inheritance tax.

About the speakers

	James Kipping, Tax Partner, MHA James is a Private Client Tax Partner at MHA. James advises on a broad range of taxation matters concerning individuals, trusts and family companies including those with UK and international aspects. His expertise covers income tax, capital gains tax and inheritance tax planning as well as the restructuring of private companies, including mergers and de-mergers, acquisitions and MBOs, exit and remuneration planning.
	Steve Tebbutt, Partner, MHA Steve joined MHA and has focused on helping people with Employee Ownership Trusts (EOTs), equity plans, and owner-managed business issues like mergers & de-mergers, acquisitions & MBOs, exit & remuneration planning. He also gets involved regularly on complex compliance issues. Steve provides focused and clear tax advice that fits with his clients’ commercial objectives, and prides himself on providing great service and going the extra mile.
	Phil Brook, Independent Financial Adviser, MHA Wealth Phil works within our wealth team providing holistic advice on a wide range of matters including retirement, investment, estate and protection planning, and associated tax concerns. Within the team, specialist planning areas include advising high net worth individuals, trusts, corporate entities, healthcare and medical professionals, vulnerable clients, and those wishing to consider long term care or equity release. Through client facing, technical and investment oversight roles, Phil has developed a diverse set of skills in all the areas that make a good financial planner.

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

There is no charge to attend this event. ICAEW members and non-members are welcome to join.