Finance focus for business owners

This webinar will provide an update on recent and upcoming changes to help manage your personal finances and wealth.

Our experts will explain what has changed, what opportunities remain, and why now is a critical point for action, particularly when succession, ownership transition and long‑term family or shareholder objectives are involved.

We will also explore how future changes to the tax treatment of pensions should be considered as part of a wider inheritance tax review, and how a co‑ordinated approach can preserve value, flexibility and control.

Topics that will be covered include: 

• Inheritance tax planning opportunities post April 2026  
• Inheritance tax and pensions: What’s changing and what planning opportunities are available  
• The importance of wills, LPAs and trusts to underpin effective tax and succession planning  
• Succession planning – business ownership, transition and exit planning 

Date and time: 

Wednesday 15 July 2026, 9:30am – 11:00am, online via GoToWebinar.

Who should attend: 

The changes will affect a wide range of people, so if you are a shareholder of a trading company, a business owner, or someone with undrawn pension benefits, this webinar will be beneficial to you.

Our expert speakers will highlight important areas to look out for and there will be opportunities to submit questions throughout. 

You can also submit your questions prior to the webinar by emailing events@krestonreeves.com to make sure they are covered.

Click here to book your place.