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The IHT Roundtable: APR, BPR & Pensions Explained

The IHT Roundtable: APR, BPR & Pensions Explained

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Join Green & Co’s panel as we unpack the biggest Inheritance Tax changes in years and set out clear actions for families, farmers and business owners.

You will learn:

  • How the residence nil rate band taper works above £2 million

  • What the APR and BPR change means and how the £1 million per person cap applies

  • Why pensions are expected to fall within IHT from April 2027 and what that means for you

  • Why mirror wills can waste relief, and what to consider instead

  • Gifting, trusts and the seven-year clock, plus insurance to cover short-term risk

  • Property businesses, furnished holiday lets changes, and common myths to avoid

  • Deeds of variation, intestacy and lasting powers of attorney

Panel:

  • Tracey Metcalfe

  • Ed Gooderham

  • Nick Park

  • Susannah French

Who this helps:
SMEs, owner-managed businesses and farming families who want to grow, minimise tax and safeguard wealth.


If you want a tailored IHT review that aligns with your goals, get in touch with Green & Co. We will map your assets, review wills and pensions, and build a clear plan. Contact us - Accountants in Cwmbran, South Wales | Contact Green & CoDisclaimer:
This episode is for general guidance. It is not advice. Please take professional advice before acting.

Inheritance Tax UK, IHT 2026, IHT 2027, APR, BPR, pensions IHT, residence nil rate band, taper, wills, trusts, deed of variation, intestacy, LPA, farmers, SMEs, OMBs

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