Protecting Your Family Assets After The 2026 Inheritance Tax Changes

What is IHT? 2026 Changes & Local Impact

• What’s changing and why it matters for families in Henley, Twyford, Reading, and Marlow

Unexpected Triggers of IHT

• Rising property values, frozen thresholds, small business/farm relief changes
• Illustrative examples

Common Pitfalls Families Encounter

• Waiting too long, overestimating reliefs, missing documents

Practical Steps You Can Take Now

• How to review your estate
• Questions to ask a financial adviser
• Simple planning checks to reduce surprises

Interactive Q&A / Discussion

• Bring your questions; learn from others’ scenarios

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Goodall-Smith Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Event Venue & Nearby Stays

Leander Club, nr Henley Bridge, Henley-on-Thames, United Kingdom

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