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Please join us at the exciting new venue of Paultons Park to hear from our tax and investment specialists who will cover the biggest changes likely to impact individuals and businesses. We will cover:

  • The impact the political landscape has had on markets and what to expect for 2025.
  • The latest changes to Inheritance Tax Business Relief, following the Government consultation.
  • Key considerations if you are planning for a capital gains tax-free disposal of your business to an Employee Ownership Trust.
  • Business Rates changes ahead and, with generally increasing costs for businesses, how to identify if there could be a cost saving opportunity

Agenda

  • 08:00 - 8:30

    Registration and Full English or Continental Breakfast

  • 8:30 - 9:30

    Presentations

  • Business Relief - Laura Hayward, Partner, Evelyn Partners LLP

    Laura will provide an outline of the changes to the Business Relief rules and explore some of the actions clients should be considering to guard against future Inheritance Tax liabilities, as well as provide an update on the Government’s technical consultation on the IHT changes.

  • Employee Ownership Trusts - Matt Courtiour, Director, Evelyn Partners LLP

    Matt will explain some of the practical considerations when looking to take advantage of this capital gains tax-free disposal.

  • Business Rates changes - Sean Starling, Director, Evelyn Partners LLP

    With some significant Business Rates changes on the horizon, Sean will reveal how these changes could impact your business and the opportunities to save some costs.

  • Markets - the Leaders, and their impact - Lindsay Spencer, Director, Evelyn Partners Investment Management Services Limited

    Lindsay will review markets before covering the key investment themes for 2025 and whether the US has really got further to go.

  • 9:30 - 9:45

    Q&A, Networking

Time & Location

Paultons Park, Ower, Romsey, SO51 6AF

08:00 - 09:45 GMT

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