Are your clients truly preserving Business Relief after exit?
With recent changes and the £2.5m allowance, many business owners risk seeing previously protected wealth fall back into their estate, creating unexpected IHT exposure at exactly the wrong time.
This is an area where joined-up advice between accountants, CFOs and advisers can make a significant difference.
I’m hosting a small, invitation-only session at The Shard on 23rd June, starting with a short, focused presentation followed by a roundtable discussion with a limited number of like-minded accountants and CFOs.
The aim is to create an open, peer-level environment to ask questions, share experiences, and explore practical strategies for preserving Business Relief post-exit.
If this is something you’re seeing more of with clients, or an area you’d like to explore further to add real value, feel free to message me.
Just a few spaces remaining, so places are limited.
Steve Walsh
I’m an Independent Financial Adviser based in Epsom, and I’ve spent my entire 26‑year career in financial services. Over that time, I’ve learned that good advice isn’t just about products or markets…
