Tax and Wealth Planning for Entrepreneurs and Family Business Owners

Why you should attend

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.

What you’ll gain / key topics covered

• Building & Preserving Wealth Across Life Stages
  • From accumulation to decumulation: what business owners need to know pre- and post-retirement about building wealth
  • How Family Investment Companies (FICs) can support generational wealth transfer and IHT efficiency
• Pensions and Planning
  • Pension contributions vs alternative vehicles for tax efficiency
  • 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 Tax Tips
  • Tax planning tips to protect your business and wealth, before the IHT changes take effect.

CPD

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 – please visit the registration page for further details.