Join Deloitte, Clarion and NatWest, in partnership with Family Business UK, for an insightful afternoon focused on Navigating inheritance tax landscape and what it means for family-owned businesses.
With significant changes to inheritance tax rules continuing to shape succession and wealth planning considerations, this event will provide practical guidance on how family businesses can prepare for the future, protect their legacy and navigate complex decision-making with confidence.
Hear from legal, tax and family business specialists as they explore the implications of recent policy changes, discuss succession planning strategies, and share practical advice on governance, ownership structures and long-term family wealth preservation.
The event also offers the opportunity to connect with fellow family business leaders and discuss the challenges and opportunities facing the sector.
Details
If interested please email: events@familybusinessuk.org
Agenda
12:00 pm – Registration and networking lunch
12:30 pm – Welcome and introduction
12:45 pm – Understanding the Inheritance Tax Landscape
An overview of the current inheritance tax framework and the implications for family businesses.
1:30 pm – Succession Planning and Family Governance
Practical guidance for navigating family conversations, ownership transitions and long-term planning.
2:15 pm – Refreshment break
2:30 pm – Expert Panel Discussion
Insights from Deloitte, Clarion, NatWest and Family Business UK, followed by audience Q&A.
3:30 pm – Networking reception
4:00 pm – Close