ICAEW Personal Financial Planning Conference
Thank you for visiting the MHA team at this years’ ICAEW PFP Conference!

James Kipping, Partner, Private Client Tax
Great to see all of you who attended the ICAEW PFP Conference on 10 October. We hope you found the day informative and engaging.
We enjoyed meeting everyone who stopped by our stand, and a special shout out to everyone who beat our infamous MHA Buzzer Game!
If you’d like to know more about our integrated private client tax or financial planning service, or to speak to a member of our team, please scroll down for our contact details.
You can also view a copy of our conference presentation on Tax efficient structures for SMEs by clicking the link below.
This presentation will help you understand the implications of the tax reforms announced in the Autumn Budget 2024, to proactively structure your affairs to efficiently cascade wealth down the generations.
MHA Presentation
Download MHA presentation
Tax Efficiency for SMEs Post Finance Act 2025
Featured Resource Hubs
Contact us
Contact our teamInheritance Tax Planning for Businesses in 2025/26: Navigating the changes
Full detailsTax and Wealth Planning for Entrepreneurs and Family Business Owners
Full detailsPlanning Your Business Exit with Strategy, Tax Efficiency & Purpose
Excluded Property Trusts – is your trust fit for purpose under the 2025 IHT Regime?
Inheritance Tax & Pensions: What’s changing from April 2027?
Contact Us
Contact us
To discuss any of the topics presented by our team at the ICAEW Personal Financial Planning conference, or other personal tax and financial planning matters, please contact our team.
Meet The Team
What We Do
We inspire our clients and people to create a bold tomorrow.
For a truly integrated approach to planning that goes beyond optimising tax efficiency, our tax specialists work closely with MHA Wealth, our team of independent financial advisors. We offer our private and high net worth clients integrated, specialist advice that is personalised to meet their unique needs.
By aligning business strategy with personal financial goals, we help ensure that our clients protect their wealth and secure their long-term financial legacy.
Please contact us to discuss your tax and financial planning needs.