

In this 45-minute session, Senior Partner & Estate & Corporate Structuring Advisor Scott Geisinger will explain what’s changing with the new Budget, what it means for your clients, and how BGI's Legacy Partnership and Group Structures can help them protect what they've built.
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Recent budget talks suggest that as soon as November 2025, the treasury may introduce a lifetime cap on tax-free gifts. These caps range from £50,000 - £200,000, meaning that heirs could face a 40% IHT on everything above the cap (even if gifted long before the decedent passes).
CGT is being considered for an increase as high 45%, which means clearance for a Family Investment Company and Group Structure is necessary before Nov 26 to secure a Substantial Shareholdings Exemption.






COMPANY NUMBER | 14850615