Post-Budget insights: inheritance tax changes for the future
The Autumn Budget announced significant future changes to inheritance tax (IHT) impacting both individuals and businesses.
We invite you to watch the recording of our panel of experts at Evelyn Partners to hear what these proposed changes are, what the implications may be and how you can plan for the future to mitigate these factors.
More specifically, the recording will cover:
- Pensions – the implications of bringing unused pensions on death within the charge to IHT from April 2027 and what you should be considering now to plan ahead for this major change
- Business Property Relief – current rules, proposed April 2026 changes, likely impact and planning ideas
- Agricultural Property Relief – proposed April 2026 changes, public reaction to date, likely impact, implications and options.
During this recording you will hear some tips and insights to support your current planning needs.
Toby Tallon
Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.
