IHT Planning & the Family Business - A 30 Minute Guide

Introduction

This short webinar is structured as a case study designed to take you through the tax and practical implications associated with passing the family business to future generations, and some potential planning that could provide considerable inheritance tax savings.

What You Will Learn

The webinar will cover the following:

• Potential death bed planning
• Key BPR considerations in light of 2026 changes
• Avoiding excepted assets
• Planning ideas which seek to convert non-BPR qualifying assets to qualifying assets without having to wait two years and IHT planning for residential property portfolios