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.
Family businesses are built on legacies – but sustaining them requires careful planning, strategic foresight, and adaptability to change. With significant changes introduced in recent Autumn budgets, which came into effect from April 2026, now is the time to assess how they affect your business and family wealth.
This event will equip you with the tools and knowledge to address tax liabilities, succession planning, and safeguarding of family wealth. The event is tailored to family-owned businesses across all generations and will present you with the opportunity to hear from industry experts and connect with your FOB peers from across the region.
Agenda:
1 PM: Arrival and registration
1.30 PM – 2.00 PM: Stephanie Parish, Partner, Clarion Gordon Rowell, Director, Deloitte
A back to basics review of what the Inheritance Tax (“IHT”)rules effecting family businesses were pre April 2026, and how they have changed post April 2026. To include an analysis of the effect this has had, and will continue to have, on IHT for business owners and their families.
2.00 PM – 2.45 PM:Russ Haworth, Family Business Advisor
Recent inheritance tax changes have prompted a lot of families to look again at their succession plans. The technical work matters, but it is rarely the hardest part. What determines whether a transition succeeds is whether the family has agreed what the next act needs to be, and whether they can talk honestly about it.
In this session, Russ sets the tax questions to one side and starts with what usually goes unspoken: control, identity, readiness, purpose after handing over, and whether everyone shares the same picture of the future. Drawing on a case study of a transition where good intentions produced unintended consequences, he looks at the three directions families tend to take, and what separates the ones that hold together from the ones that do not.
He shares practical approaches you can use straight away. The aim is to leave with a clearer view of what would need to be true for you to feel confident about your family’s next act, and a way to start that conversation at home.
2.45 PM – 3.15 PM: Matthew Jaffa, Director of Policy and Public Affairs, Family Business UK
An update on FBUK’s conversations with Government, post April 2026 and since, and where matters stand today.
3:15 PM – 3.45 PM: Networking break with refreshments
3.45 PM – 4.15 PM: Richard Moran, Senior Partner, Clarion Stephanie Parish, Partner, ClarionGordon Rowell, Director, Deloitte
A review of legal and accountancy practicalities around the recent IHT changes. From a legal perspective understanding the importance of reviewing a business’s corporate governance and the value of nuptial agreements, Wills and powers of attorney for all incoming shareholders. If IHT is ultimately due on a deceased shareholders shares, considerations about how this can be paid.
4.15 PM – 4.45 PM: Panel Discussion chaired by chaired by Gemma Miller, Director Commercial Banking, Natwest. Future-Proofing Your Family Business
Q&A from audience
4.45 PM – 5.15 PM: Drinks reception
Open to Family Businesses only
Venue: NatWest Accelerator Hub, Floor 4, The Lumen, Newcastle NE4 5BZ