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Accession launch Inheritance Tax Guide – estate planning considerations for personal wealth and business owners
Amy Woolliscroft13th March 2025
“’What’s the best way to leave an inheritance for my family?’ This is something we are asked more than ever since the Budget and a key motivator to launching our Inheritance Tax guide,” says Chartered Financial Planner, Joe Moricca MSc APFS, from Accession.
“’What’s the best way to leave an inheritance for my family?’ This is something we are asked more than ever since the Budget and a key motivator to launching our Inheritance Tax guide,” says Chartered Financial Planner, Joe Moricca MSc APFS, from Accession.
Working with a financial adviser is even more critical to secure a family legacy when both personal and business assets are affected, particularly in the case of farmers and landowners.
Joe continued: “As we are all now familiar, the proposed legislation changes set out plans for significant changes to tax reliefs, creating challenges for farmers and rural business planning to pass on their business to the next generation or indeed sell that business. If there are personal assets involved too, there is the potential to get things very wrong if you aren’t working with an expert.”
“The feeling we have had from conversations with clients and other professionals we work with is that a guide outlining some of the practical solutions would be quite reassuring at this time – it is food for thought ahead of planned meetings as well as something we hope can be shared with friends and family who may have similar concerns for the future of their family.”
“We realise that business owners are very busy people, but if you put financial planning off for another day, you may run out of options to ensure your wishes are carried out and in the most tax efficient way,” continued Joe.
Accession are a firm of chartered financial planners based in Oundle, Northamptonshire, and Abbots Ripton, Cambridgeshire, specialising in financial advice for farmers, landowners and rural businesses.
One business owner in Leicestershire said: “It can sometimes be intimidating talking about your finances, especially when it’s a subject you don’t know much about, but Joe’s manner and demeanour helps calm you and makes [you] understand clearly what is being spoke about.”
To download a copy of the Accession Inheritance Tax Guide, please click here or email accession@accessionfp.co.uk or call 01832 279170 to request a copy in the post.