10:30: Arrival and registration

11:00 – 11:05:
Eva Ribbeck, Director, Manchester Private Client Lead at Deloitte

11:05 – 11:30:
Anna Richens, Director, Deloitte
Stephanie Parish, Partner, Clarion

A back to basics review of what the Inheritance Tax (“IHT”) rules effecting family businesses are pre April 2026, and how they are proposed to change post April 2026. An analysis of the effect this will have on IHT for business owners and their families.

11:30 – 12:10:
Russ Haworth, Family Business Advisor

The forthcoming IHT changes present a valuable opportunity for family businesses to proactively plan for the future. This planning is likely to require potentially challenging conversations around topics that may not naturally arise within your family business. Russ will share actionable insights and practical frameworks to help initiate these important discussions, ensuring all stakeholders, including the next generation—whether currently involved in the business or not—feel included and engaged. He will also explore the benefits of taking a proactive approach, highlighting how it positions your family for long-term success while strengthening generational ties and fostering greater collaboration within the family.

12:10 – 12:35:
Neil Davy, Chief Executive Officer, Family Business UK

An update on the proposed changes to business relief and FBUK’s recent conversations with Government.

12:35 – 12:55: Light lunch and networking.

12:55 – 13:25:
Anna Richens, Director, Deloitte
Richard Moran, Senior Partner, Clarion
Stephanie Parish, Partner, Clarion

A review of legal and accountancy practicalities around forthcoming IHT changes. From a legal perspective understanding the importance of reviewing a business’s corporate governance and the value of nuptial agreements, Wills and powers of attorney for all incoming shareholders. If IHT is ultimately due on a deceased shareholders shares, considerations about how this can be paid.

13:25 – 14:00:

• Panel Discussion with speakers and guests.
• Future-Proofing Your Family Business.
• Q&A from audience.