We are delighted to announce that we will be providing a live Q&A webinar to discuss the tax changes anounced in the Autumn budget.

John McCaffery, our Tax Partner and Head of Tax will be dissecting the budget announcements. We will be discussing what the tax changes announced will mean for both you personally and your business.  The webinar will provide insight into how to protect your business, your wealth and your assets following the budget changes.

Business Property Relief and Agricultural Property Relief

From 2026, business Property Relief alongside Agricultural Property Relief are being significantly restricted.

To give an example, if a person passes holding shares in a trading company worth say £10m then currently there would no IHT.  There would be £1.8m of IHT wen the new rules are applied.

We will discuss strategies to mitigate this. Family businesses need to be considering succession planning early. If this applies to your circumstances, it is vital you understand the consequences of these significant changes.

Autumn budget and property

Investors, business owners and individuals can expect some of the biggest tax shake-up in decades in the budget. Significant changes were announced to stamp duty land tax and inheritance tax affecting both businesses and individuals.

Join us on 5 November AT 10.00 am, to understand how these tax changes will impact you. Also learn how to navigate these changes and what actions to consider.

Minimising the impact of the autumn budget

During this hour-long webinar learn from tax expert John McCaffery, Partner and Head of Tax at Alexander & Co Chartered Accountants and Tax Advisors, will be in discussion with Roger Morris from Chetwood Financial and Simon Reed, Director of Portfolio Management at CHL Mortgages for Intermediaries, analysing what the impact of the budget means for you. With time to analyse the budget documents ahead of the webinar, including policies not mentioned in the speech, we will provide the details and analysis that many will have missed.

The webinar including:

• • Business Property Relief and Agricultural Property Relief – the significant changes and actions to take
  • Inheritance tax on Pensions – tax options
  • How will the capital gains tax and Stamp Duty changes impact you – what are the solutions?
  • Being tax efficient with BTL properties, other assets and investments
  • Are limited companies more attractive now for assets and properties?
  • Inheritance Tax – what are the changes?
  • Pension changes and inheritance tax – how odes this affect you?
  • Are Trusts a viable option for your needs?
  • The use of Family Investment Companies to transfer wealth
  • Is offshore an option for you in the future?

The webinar will take place between 10am and 11am on Tuesday the 5th of November. Please register HERE to attend this event.

Alexander & Co – expert tax advice