Future proofing your business for inheritance tax with Forvis Mazars

Event information

This webinar is brought to you in partnership with Forvis Mazars.

Business owners have seen significant Inheritance Tax changes come into force in April 2026, with a 20% tax charge applying on values more than £2.5million. This not only creates a significant impact on the value that can be left to family. It creates the challenge of how the tax charge could be funded as part of business succession plans. Join the experts from Forvis Mazars to understand what the impacts could be and practical insight on how to manage the tax, including:

• Use of trusts.
• Financing the tax.
• Insuring for the liability.
• Moving abroad.

Key benefits

• Gain practical insights on how business owners could be managing Inheritance Tax charges due.
• See how trusts, financing and insurance can be used to manage future tax liabilities.
• Learn strategies to help preserve family wealth and ensure a smoother transfer of business assets to the next generation.

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 manager based in our London office and specialises in advising high-net-worth individuals and families in the Private Client tax space. Abi is a Chartered Accountant and Chartered Tax Adviser and has in depth experience of personal taxation ranging from privately owned business restructuring, tax residence, asset protection and 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.

CPD hours

ICAEW's Continuing Professional Development (CPD) Regulations require a minimum number of hours and an ethics requirement. Attending this event could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the event booking confirmation email is accepted as evidence of verifiable CPD. 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.