Event
SW Webinar Recording

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.

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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.

Disclaimer

This content was produced when S&W was part of the Evelyn Partners group of companies and as such, contains Evelyn Partners trademarks and branding. We are displaying this with Evelyn Partners Group permission, but S&W is not otherwise affiliated with Evelyn Partners. Evelyn Partners Group Limited and its affiliates accept no liability for loss or damage arising as result of any reliance on the information contained within.

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Agenda

In this recording we 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.