Join us on Wednesday, 19 August, from 7:00pm – 8:00pm for an essential online webinar exploring one of the biggest inheritance tax changes in decades, and what it could mean for your family’s wealth.
WHY ATTEND?
From April 2027, proposed changes to inheritance tax legislation are expected to bring pension wealth into many estates for the first time. For successful dentists and business owners, this could result in significantly higher inheritance tax bills and the loss of valuable tax reliefs.
Many families who have never considered themselves affected by inheritance tax may suddenly find themselves facing substantial liabilities. The good news is that there is still time to plan, but the window to take action is closing.
In this practical webinar, our experts will explain what the changes mean, who is most likely to be affected, and the steps you can take now to protect your wealth while maintaining control of your assets.
Whether you’re planning for retirement or thinking about your family’s long-term financial future, this session will give you the knowledge and confidence to prepare before April 2027.
WHAT WE’LL COVER
1. Why April 2027 Changes Everything
Understand how the proposed inheritance tax changes could bring pension wealth into your taxable estate for the first time, and why many successful professionals may be caught by surprise.
2. The £2 Million Trap
Discover how estates worth more than £2 million can lose valuable inheritance tax reliefs, creating an effective tax rate of up to 60%. We’ll walk through a real-world example and explore strategies that may help reduce the impact.
3. Protecting Your Wealth While Staying in Control
Learn how trusts and other planning strategies can help move assets outside your estate without sacrificing control, allowing you to balance tax efficiency with flexibility.
4. Why This Matters at Every Stage of Your Career
Whether you’re building wealth, growing your practice, or expecting to inherit from parents in the future, these changes could affect you from both directions. We’ll explain why inheritance tax planning isn’t just for those approaching retirement.
5. The Actions to Take Before April 2027
Leave with a practical checklist of the conversations, reviews, and planning opportunities you should consider over the next 12 months to put yourself in the strongest possible position.
OUR SPEAKERS
Simon Vincent – Tax Director, Hive Business
Simon is a Chartered Accountant and Chartered Tax Adviser with over a decade of experience advising dentists. As a founding member of Hive’s management team and Head of Projects, he helps clients navigate key career milestones – from optimising earnings and acquiring practices to managing £multi-million exits.
Using Hive’s strategic three-phase approach, Simon has helped clients save millions in tax while overseeing tens of millions of pounds in practice transactions each year, ensuring they achieve the strongest possible financial outcomes.
Ross Martin – Group Chairman, Hive Business
Ross is a Chartered Accountant with more than 20 years of experience working with businesses across a wide range of sectors. Combining a deep understanding of dental practice economics with expertise in marketing and business performance, he has developed proven strategies that have generated multi-million-pound results for clients.
From first-time practice buyers to dental groups worth more than £10 million, Ross supports clients through acquisitions, growth, and exit planning, making complex financial decisions easier to understand and implement.
David Abel – Independent Financial Adviser, Vision Dental Wealth
David Abel is an Independent and Certified Financial Adviser with extensive experience helping business owners and dental professionals protect and preserve their wealth. He works closely with clients to develop tailored financial strategies that support long-term security, tax efficiency, and effective succession planning.
RESERVE YOUR SPACE
If you want to understand how the April 2027 inheritance tax changes could affect you and your family and, more importantly, what you can do about them, this is a webinar you won’t want to miss.
Join us online on Wednesday, 19 August, from 7:00pm – 8:00pm, and take the first step towards protecting your family’s future.
