A Power-Packed Briefing on the Latest Tax and Wealth Planning Changes

Turn Budget Announcements into Opportunities

On 26 November, Chancellor Rachel Reeves will deliver the Autumn Budget 2025. For business owners and pension holders, this Budget is expected to bring further changes that could significantly impact how you protect and transfer your wealth.

Join Kevin Whelan, founder of Wealth Builders, and James Vincent, UK Performance Director at ActionCOACH, for an exclusive session that will equip you with the insights you need to navigate whatever the Chancellor announces.

This engaging briefing promises to demystify the latest financial announcements, offering you clear insights into how these changes can shape your wealth planning strategy for the better. 

Don't miss the chance to learn from industry leaders and gain actionable advice that can help you navigate the evolving tax landscape with confidence.

What You Will Learn

Key Budget Highlights: What the latest tax and policy changes mean specifically for your business and personal wealth

Inheritance Tax Updates: How any new measures build on last year's major reforms to business property relief, agricultural property relief and pension taxation

Tax and Planning Insights: Explore potential savings and new strategies that can give you a competitive edge in protecting your wealth

**Strategic Adaptation: **Learn practical approaches to align your succession planning and estate strategy with the new economic reality

Live Q&A: Get your burning questions answered by our experts with tailored advice just for you

Why This Matters Now

Last year's Autumn Budget brought seismic changes to inheritance tax planning. From April 2026, business property relief and agricultural property relief will be capped at £1 million. From April 2027, pension funds will no longer sit outside your estate for inheritance tax purposes.

With speculation mounting about further tax rises and wealth planning changes in the 2025 Budget, business owners need to stay ahead of the curve.

The decisions you make in the coming months, based on what's announced on 26 November, could save your family tens or even hundreds of thousands of pounds.

Who Should Attend?

This briefing is perfect for:

• Business owners and entrepreneurs concerned about succession planning
• Pension holders with substantial retirement savings
• Family business leaders managing intergenerational wealth transfer
• Anyone who wants to understand the Budget's impact on their financial future

Bring your spouse, business partner, adult children or financial adviser. These changes affect everyone connected to your wealth.

Event Details

Date: [Insert Date]

Time: [Insert Time]

Location: Online (attend from anywhere)

Secure Your Place Now

At ActionCOACH, we're committed to helping business owners not just grow their businesses, but protect their wealth and secure their legacies. This briefing, delivered in partnership with Wealth Builders, is part of that commitment.

Whether the Budget brings major changes or minor adjustments, you'll leave this session with clarity, confidence and a clear action plan.

Don't miss out on the opportunity to gain valuable insights and actionable advice from industry experts.

Places are limited. Register today to equip yourself with the knowledge and tools necessary for success in the changing economic climate.