Inheritance Tax Masterclass:
Opportunities ahead of the changes

18040954125 Feb26 Events IHT Event BLOGHEADER

We’re hosting two focused, hands-on Masterclasses this February to help you understand the upcoming changes to inheritance tax - and the planning opportunities worth pursuing.

From our York office, on Wednesday February 11th our Tax Advisory and Wealth Management experts will walk you through the new rules, their implications, and the planning options available around trusts, restructuring and succession.

Spaces are limited to ensure your queries can be answered live, so secure your spot now for this focused and interactive session.

Or if you'd rather, please do join our team on the 10th at our Scarborough event instead.

Agenda:

8.30-9.00: Arrival and refreshments

9.00-1030: Presentations

10.30-11.00: Q&A

11.00-11.30: Networking

See below for more details and secure your place here: [LINK]

What you'll learn

This masterclass will give you clarity, confidence, and practical next steps.

We'll cover:

Overview of the new APR and BPR rules

- What’s changing and when the changes take effect

- Key differences between the old and new regimes

- Which business and agricultural assets are most affected

Impact on business and farm owners

- How the new rules shift eligibility for inheritance tax relief

- The types of property or structures likely to lose relief

- Examples of how a business’s IHT position might change

Transitional window and immediate actions

- What still qualifies under the current rules

- Time-sensitive planning opportunities before the deadline

- Common mistakes to avoid in the final months

Restructuring options

- Whether and when to reconsider company structures

- Partnership vs. company vs. hybrid models in the new landscape

- Managing non-qualifying assets within a business

Any queries you might have - answered live.

Who should attend

This session is ideal for:

Business owners

Especially those with significant trading assets, property holdings, or mixed-use operations that may lose relief under the new rules.

Family business leaders

Anyone planning to pass the business to the next generation, or already working on succession arrangements.

Agricultural and rural landowners

Farm owners, estate managers, and landholding families affected by the changes to Agricultural Property Relief.

Directors or partners in established SMEs

Those whose business structures may need reviewing for future eligibility.

Individuals with complex estates

Including those who hold shares in multiple entities, property portfolios inside companies, or diversified assets.

High-net-worth individuals

Where exposure to inheritance tax is already a concern and relief reductions could significantly increase liabilities.

Anyone considering trusts, restructuring, or gifting

People who want to understand if these strategies still offer value under the new rules.

Professional advisers (or those who rely on them)

Executives, financial controllers, or family office members who need to stay ahead of the changes.

Meet the speakers

Chris Wilson
Head of Tax Advisory

Chris has built his career around specialist tax advisory work, supporting clients and professional advisers on a wide range of complex business and personal tax matters. With extensive experience creating tailored tax planning solutions, Chris will guide attendees through the technical detail of the new BPR/APR rules, what’s changing in 2026, and which planning opportunities remain before the deadline.

Dom Marley
Head of Wealth Management

With over 25 years’ experience advising individuals, families, businesses and trusts, Dom brings deep expertise in wealth management and succession planning. As both a seasoned adviser and long-standing businessowner, he specialises in combining tax planning and wealth strategies to help clients protect and grow their assets. Dom will share practical perspectives on how the IHT changes affect long-term planning for business owners.

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