Tax and Wealth Planning for Entrepreneurs and Family Business Owners
James Kipping
Steve Tebbutt
Phil Brook
Tax and Wealth Planning for Entrepreneurs and Family Business Owners
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.
Join James Kipping and Steven Tebbutt from our Private Client Tax team along with Phil Brook from MHA Wealth, who will share practical steps you can take to refine your tax and wealth planning strategies.
What you’ll gain / key topics covered
- Tax planning for entrepreneurs and high earners
- Share plans and exits
- Lead up to retirement decumulation
- Wealth planning
- Accumulation
- Lead up to retirement
- Decumulation
- IHT planning
- APR/BPR changes from 6 April 2026
- Family investment
Download a copy of presentation slides below
Tax and Wealth Planning for Entrepreneurs and Family Business Owners
Speakers
Sign up to our Tax Spotlight newsletter
Sign upImportant Information
MHA Wealth is the trading name of MHA Wealth Ltd, a company registered in England (1916615) with registered office at The Pinnacle, 150 Midsummer Boulevard, Milton Keynes, MK9 1LZ. MHA Wealth is authorised and regulated by the Financial Conduct Authority (FCA) with registered number 143715 and is a member of the London Stock Exchange. MHA Wealth is a member of the MHA group. Further information on the MHA group can be found at www.mha.co.uk/about-mha-group
This communication is for general information only, is a marketing communication, and is not intended to be individual investment advice, a recommendation, tax, or legal advice. The views expressed in this article are those of MHA Wealth or its staff and should not be considered as advice or a recommendation to buy, sell or hold a particular investment or product. In particular, the information provided will not address your personal circumstances, objectives, and attitude towards risk.
This information represents our understanding at the time of publication of current law and HM Revenue & Customs practice. Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change. You are therefore recommended to seek professional regulated advice before taking any action.
Key Risks: Capital at risk. Past performance is not a guide to future performance. The value of an investment and the income generated from it can go down as well as up, and is not guaranteed, therefore you may not get back the amount originally invested. Investment markets and conditions can change rapidly. Investments should always be considered long-term.
