SMH Sheards Inheritance Tax Seminar

SMH Sheards Inheritance Tax Seminar

We are hosting a seminar in Rotherham on Wednesday 19th November 2025 at 8:30am at our Huddersfield office, where our Financial Planning team will explain the upcoming changes to inheritance tax (IHT) rules. This will include updates on Business Relief rates, pension changes, and an overall review of how the new IHT framework could affect you in the future.

The session will also explore practical solutions available to both individuals and business owners, followed by an open Q&A where you can ask specific questions relevant to your circumstances.

Who should attend and why?

• Business owners – to understand how changes to Business Relief could impact succession planning and business continuity.
• Individuals with significant estates – to learn how updated IHT thresholds and rules might affect the transfer of wealth to the next generation.
• Pension holders – to gain clarity on how new pension rules interact with inheritance planning.
• Families and future beneficiaries – to better prepare for potential tax liabilities and ensure assets are structured efficiently.

If you’re unsure how these changes may affect you, or if you want to take a proactive approach to protecting your wealth, this seminar will provide valuable insights and practical guidance.