Protect your legacy. Reduce your tax liability.
Join us for a webinar on how business owners can look to safeguard their wealth and potentially still benefit from 100% tax relief on business assets before key changes take effect on 6th April 2026.
If your business is worth more than £1 million, this session will explain how to mitigate the risk of losing 20% of the value of your business to Inheritance Tax (IHT), by acting under the current rules.
Date: Wednesday 24th September
Time: 9-10am
What you’ll learn:
- How to make the most of Business Property Relief (BPR) before the £1 million cap is introduced
- Tax-efficient strategies including Trusts, Family Investment Companies (FICs), Growth Shares, and inter-spousal transfers
- Why a robust business valuation is essential – and how HMRC is scrutinising them more closely
- What steps other owner-managed businesses (OMBs) are considering in response to the upcoming changes
Why Attend?
- Understand what the changes are and how they could affect you
- Ensure effective estate planning to protect your business and pass it on tax-efficiently
- Submit your questions ahead of time for our speakers to address the issues on your mind, click here.
This session, which will cover the above and more, will be run on Zoom from 9-10am. Registration is required by using the button above. After registering, you will receive a confirmation email containing information about how to join the webinar.
By signing up to this webinar, you agree to share your data with Gravita for the purpose of contacting you about relevant content and services.
We are also holding a separate webinar on Employee Ownership Trusts – More information and to register here.
Meet the speakers
Michaela Lamb
Tax Partner
Gravita
Michaela is a full member of the Society of Trust and Estate Planners (STEP) and advises on all Private Client issues for UK and offshore individuals, and for Trusts and Estates. She also leads our Probate service. Michaela specialises in working with families to achieve tax efficient (often inter-generational) planning, as well as providing tax advice when the situation changes.
Toby Hermitage
Tax Partner
Gravita
Toby has been providing bespoke tax planning to owner managed businesses for over 20 years. He has substantial experience in corporate structuring and M&A transactions, Research & Development allowances, Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) and dealing with HMRC enquiries.
