Join our practical Inheritance Tax Masterclass
We’re hosting a focused, hands-on webinar to help you understand the upcoming changes to inheritance tax - and the short-lived opportunities that still exist.
On Wednesday 17th December at 10:00 am 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.
Why this matters now
From April next year, updated rules for Business and Agricultural Property Reliefs will come into force. For many businesses, this could mean a significant portion of their property value will no longer qualify for inheritance tax relief.
For the moment, though, we’re still operating under the old rules - creating a narrow but valuable chance to act before the changes take effect.
What you'll learn
This masterclass will give you clarity, confidence, and practical next steps.
We'll cover:
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 businessowners
About Fortus
Fortus is proud to be a Yorkshire business, growing alongside the communities and companies we serve across York, Leeds, Scarborough and the wider region.
With integrated expertise across the likes of tax advisory, wealth management, accounting, business advisory and financing, we provide a holistic view of financial health and long-term planning - helping ambitious businesses grow, thrive and prepare for the future.
Secure your place
Spaces are limited to ensure a focused and interactive session.