Protecting Family Wealth: Estate & Inheritance Tax Planning and the 2026 Autumn Budget

Many individuals, families and business owners are becoming increasingly aware of the growing complexity surrounding inheritance tax, estate planning and wealth transfer — particularly against a backdrop of changing legislation, evolving tax rules and increasing uncertainty.

Join specialists from Chester Rose Financial Planning and Gardner Leader Solicitors for an informative and practical discussion focused on helping families and business owners protect wealth, support future generations and plan with greater confidence.

Alongside exploring key estate and inheritance tax planning considerations, we will also look at the 2026 Budget and the changes announced in October, exploring what they could mean for individuals, families and business owners, and the potential implications for wealth, succession and future planning.

The seminar is designed for those with property, pensions, investments, business interests or wider estate planning considerations who want to better understand:

• potential inheritance tax exposure
• practical planning opportunities
• common mistakes families and business owners can face
• how recent Budget announcements could affect their financial and estate planning
• key considerations when looking to preserve and pass on wealth efficiently

Topics covered will include:

• Wills and Powers of Attorney
• Gifting strategies
• Trusts and succession planning
• Pensions and estate planning
• Supporting children and grandchildren
• Protecting family wealth for future generations
• Business succession considerations
• Recent developments impacting inheritance tax planning
• Key changes announced in the October 2026 Budget
• Potential implications of the Budget changes for individuals, families and business owners
• What the latest developments could mean for future wealth and succession planning

The event will provide practical insight into both long-term estate planning and the latest changes affecting wealth and taxation, in a relaxed and professional setting. There will also be an opportunity to ask questions and gain a clearer understanding of the planning considerations individuals, families and business owners may wish to explore in light of the changing landscape.

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