Webinar Agendas

Webinar 1 | 13 November 2025

Understanding Pensions in the current climate | Martyn Southam

9:30am - 10:30am

Robust financial planning is key to ensuring clients are able to enjoy - rather than endure - their retirement and later life. Pensions, in particular, play an important part in this planning and recent changes to Inheritance Tax rules have increased the need for comprehensive and wide-ranging planning to ensure client’s goals are met and that their financial future is secure.

This session will cover: 

  • The importance of lifetime financial planning
  • Pensions and the part they play
  • IHT changes from 2027
  • Considerations of potential changes in the Autumn Budget
  • Some practical scenarios for consideration

MTD focus | Chris Downing, Sage
10:45am - 11:45am

with only a 144 days left until it’s in full effect, make every one of them count. We’ll be breaking down the latest HMRC updates and practical steps to get you ready, including: 

  • who MTD applies to what’s changing
  • key deadlines and obligations
  • software and digital record keeping
  • effective client communication strategies

 

Webinar 2 | 20 November 2025

Structures & Buildings Allowance (SBA) interaction with Capital allowances on new builds, extensions and refurbs | Richard Hier
9:30am - 10:30am

SBA claims can be a difficult relief to accurately quantify, with clients missing out on a valuable tax relief if not done correctly. From Substructures to frames, walls & roof carefully categorising & quantifying these qualifying works will result in significant tax savings over many years.

But before you can quantify the SBA HMRC require all other available reliefs to have been identified categorised and quantified - Plant & Machinery and Integral features, as well as associated prelims and builders work in connection - we hope to provide some clarity around the subject with helpful real life examples of success stories

This session will cover: 

  • Structures & Buildings allowance
  • What qualifies & why
  • Legal & legislative
  • How its quantified
  • Capital allowances (P&M and Integral Features)
  • Categorising
  • Quantifying
  • Maximising the relief
  • How to identify relevant clients

Identifying Capital allowances in at New Builds, Extensions & refurbishments| Iain Stamp
10:45am - 11:45am

Qualification, Quantification & Categorisation of Construction Costs and Land Values when looking at New Builds, Extensions &refurbishments.

Where do you begin and what cost (other that specific qualifying items) qualify for relief. We will be looking across the board from large construction projects to a modest extension or refurb.

How to identify, what to identify & how to spot items that don’t qualify? 

This session will cover: 

  • Construction Costs
  • Plant & Machinery Costs
  • Land Values
  • Builders work in connection
  • Prelims
  • How to build a price

Webinar 3 | 27 November 2025

Tax Update & Planning | Tim Palmer
9:30am - 10:30am

Tim will present and provide a very practical tax update webinar, and also highlight the current tax planning opportunities available to smaller businesses and practitioners.

All the recent tax changes will be considered and also NIC and VAT developments.

The webinar will be assisted by practical case studies throughout.

This session will cover: 

  • Income tax and national insurance update
  • Are you ready for Making Tax Digital? 
  • CGT, IHT and Stamp Duty refresher 
  • Corporation tax update 
  • Capital allowances planning
  • NIC Update
  • Practical case studies 
  • Tax planning highlights
  • General overview

Exit and succession planning | Mohammad Alimahomed, Syon Tax
10:45am - 11:45am

Succession tax planning is about ensuring that a business and personal wealth can be passed on to the next generation in a tax efficient way, minimising exposure to inheritance tax (IHT) while maintaining control and continuity.

For small businesses in particular, careful planning is essential to protect family ownership, preserve business value and make use of reliefs such as BPR to ease the tax burden on succession.

This is an important topic because recent October 2024 budget changes mean that BPR/APR will now be capped, with only the first £1m of qualifying assets receiving 100% IHT relief and any excess limited to 50%. For small business owners, this could significantly increase the inheritance tax due on business interests from April 2026.

This session will cover:

  • Why IHT planning matters for SME’s
  • The impact on preserving family wealth and business continuity
  • How IHT applies to shares and/or property within both trading and investment businesses
  1. Reliefs available
  • BPR/APR explained
  • Current limits and qualifying conditions
  1. 3.       Budget changes/implications
  • Key updates from the October 2024 Budget coming into force in April 2026.
  • How the new £1m cap and 50% relief on excess affects tax planning
  1. 4.       Planning strategies to minimise IHT
  • Overview of the hybrid ownership structure
  • Trust planning for both trading and investment businesses
  • Illustration example
  1. 5.       Benefits of a Trust
  • Maintaining control while passing the business interests on to children and future generations
  • Asset protection and a platform to build and grow wealth across generations.
  1. 6.       Common mistakes
  • Mistakes small business owners often make
  • How to avoid unintentional tax liabilities
  1. 7.       Q&A
  • Addressing questions etc.