Family wealth in focus: Planning for the new IHT challenge

Join our private client specialists at Fairmont Cheshire, The Mere, for an evening exploring inheritance tax, estate planning and practical strategies to help protect family wealth. With business assets already brought into the scope of IHT and major changes to pension and inheritance tax rules coming in April 2027, now is the time to review your plans.

Through a series of practical presentations and discussions, our specialists will share insights to help you navigate these changes, support future generations and gain greater confidence in your long-term planning.

Agenda 

16:00 - Welcome drinks

16:30 - Planning today for your family’s tomorrow 

An interactive discussion exploring the decisions, opportunities and challenges shaping family wealth planning today, including:

• Why inheritance tax exposure is increasing for many families
• Common estate planning gaps, including wills, LPAs and beneficiary nominations
• Tax-efficient ways to support children and grandchildren
• The role of pensions, ISAs and investment structures in long-term wealth planning
• Balancing retirement objectives with legacy ambitions
• How to create a coherent strategy for preserving and passing on family wealth

17:30 - Networking drinks and canapés

Continue the discussion over drinks and canapés, with the opportunity to speak directly with our Private Client Tax and Financial Planning specialists about the issues most relevant to you and your family.

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