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.
Speakers/Participants
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Partner
James Kipping Tax Partner
James advises on a broad range of taxation matters concerning individuals, trusts and family companies including those with UK and international aspects.
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Partner
Steve Tebbutt Partner
Steve's main focus is helping people with Employee Ownership Trusts (EOTs), equity plans, and Owner Managed Business issues like mergers & demergers, acquisitions & MBOs, exit & remuneration planning.
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Phil Brook Independent Financial Advisor
Phil provides holistic advice on a wide range of matters including retirement, investment, estate and protection planning, and associated tax concerns.