Deloitte

We would be delighted if you could join us for our Navigating Tax Change: What Family Businesses Need to Know event, hosted by Deloitte in conjunction with Family Business UK, on Wednesday 2 December 2026 at Deloitte Fusion Point in Cardiff.

The Autumn Budget is expected to bring important developments for family businesses, their owners and advisers. Against a changing economic and legislative landscape, understanding the potential tax implications and preparing for what comes next will be essential.

At this event, specialists from Deloitte and Family Business UK will explore the key announcements from the Autumn Budget and the wider fiscal direction of travel. The discussion is expected to cover Inheritance Tax, including changes affecting Business Property Relief and Agricultural Property Relief; Capital Gains Tax and the practical implications for business owners considering a disposal or restructure; changes to the treatment of pension assets for Inheritance Tax purposes; and current market, M&A and transaction trends affecting privately owned businesses.

The session will also consider succession planning, gifting strategies and business restructuring. You will have the opportunity to hear from Deloitte specialists and Matthew Jaffa, Head of Policy at Family Business UK, before joining a panel discussion, asking questions and continuing the conversation with peers during networking.

The content will be accessible and practical, providing family business owners and their advisers with clear takeaways to help them understand and respond to the changing tax environment.

The event will take place from 10:00 to 11:30 at Deloitte Fusion Point, 2 Dumballs Road, Cardiff, CF10 5BF.

Please RSVP by Thursday 19 November 2026, ensuring you include any accessibility or dietary requirements.

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If your name does not appear above, or you have been forwarded this invitation, please email to register your interest.

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