Ireland 
USA 
Post-Budget insights: inheritance tax changes for the future
The Autumn Budget announced significant future changes to inheritance tax (IHT) impacting both individuals and businesses.
We invite you to join our panel of experts at Evelyn Partners to hear what these proposed changes are, what the implications may be and how you can plan for the future to mitigate these factors.
More specifically we will cover:
- Pensions – the implications of bringing unused pensions on death within the charge to IHT from April 2027 and what you should be considering now to plan ahead for this major change
- Business Property Relief – current rules, proposed April 2026 changes, likely impact and planning ideas
- Agricultural Property Relief – proposed April 2026 changes, public reaction to date, likely impact, implications and options.
At this event you will hear some tips and insights to support your current planning needs. The event will include a live question and answer session with the panel.
Speakers
Toby Tallon
Personal tax
Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.
Mark Pollock
Financial planning
Mark has over 20 years of experience providing holistic advice to private clients. His career originally started in the world of Private Client tax qualifying as a Chartered Tax Adviser whilst working for KPMG in London, before moving on into the world of investment and financial planning with SG Hambros (now Kleinwort Hambros). Mark joined Evelyn Partners in 2013 and is a Partner in our Financial Planning team in London and heading up our specialist focus on providing advice to clients with an international dimension to their financial affairs. He is also a qualified Pension Transfer Specialist and an expert in the area of tax efficient investments.
