Latest Past Events

Rural succession planning

Virtual event

This webinar takes a deeper dive into inheritance tax strategies specifically relevant to rural clients. For landowners, farmers, and rural business owners facing more intricate planning scenarios, we’ll explore approaches to help support effective succession planning.

APR and BPR changes: Exploring your exit options

Virtual event

Upcoming APR and BPR changes could reshape the financial landscape. This webinar provides an overview of options for anyone considering a business exit - whether through sale, succession, or restructuring.

Inheritance tax planning and pensions explained

Virtual event

This webinar focuses on inheritance tax (IHT) strategies for clients facing complex planning challenges. Where IHT exposure can't be resolved through straightforward will changes or business share transfers, there are other avenues worth exploring.