Planning for the future + navigating Inheritance Tax changes

Join PM+M and Napthens for an exclusive breakfast event at Stanley House, where we’ll explore the significant changes to Inheritance Tax (IHT) and their impact on family businesses and succession planning.

With new rules taking effect from 6 April 2026, succession planning is more important than ever. Our expert speakers will provide practical insights and strategies to help businesses and individuals prepare for these changes.

Event details

1 May 2025
Stanley House Hotel
⏰ 8:00am – 10:30am

Key topics we’ll cover:

What’s changing with BPR + APR and how it impacts succession planning
Funding the IHT bill – tax-efficient strategies to cover liabilities
Gifting + share structures – balancing tax efficiency with control
Trusts, wills, and shareholder agreements
Future outlook – potential tax changes and planning opportunities

Who should attend?

This event is ideal for family business owners and individuals looking to navigate the upcoming IHT changes.

We hope you can join us for what promises to be an interesting and informative event. Breakfast will be provided.

Unfortunately, this event is not open to accountancy, financial planning, or legal professionals / practices.