Our post Spring Statement event on 28th March 2025 helped attendees understand the tax increases coming in 2025 and beyond, and how they can overcome the various challenges this brings. 

The key takeaways and actions to take after watching the recording:

  • National Insurance and National Minimum Wage are increasing. You should:
    • Review staff costs and conduct financial modelling
    • Adjust your pricing now if needed—don’t wait for conditions to ‘settle down.’
    • Perform a break-even analysis to plan your next steps
  • Changes to Business Asset Disposal Relief (BADR) mean higher taxes when selling your business. To prepare:
    • Calculate your business’s current value
    • Build a plan with us on how you are going to increase that value to ensure you can still retire on what you need
  • The 4 key steps to making your business less dependent on you will help make it more profitable and easier to sell
  • Inheritance Tax (IHT) rules are changing:
    • From 2025, business assets will no longer be exempt from IHT.
    • From 2026, pensions will be included in IHT calculations.

The potential tax impact is significant—book a personalised IHT planning session with us to ensure you’re prepared. Complete the form here, or email enquiries@a4g-llp.co.uk. 

Watch ‘It’s not what you’ve earned, it’s what you keep’ event recording

Plan ahead for a secure future

As always, the best thing to do is plan early! Our Principal Advisers offer one-on-one guidance to help you navigate your options. If you’re concerned about how the latest IHT changes might impact you or your clients, our tax team can provide an initial calculation to assess your position.

We’re also hosting a series of small, focused forums to dive deeper into key topics:

  • Family Estate Planning Forum – Learn how to protect your wealth and pass it on tax-efficiently with strategies tailored to your family’s needs.
  • Making Your Business Less Dependent on You (and Easier to Sell) Forum – Discover how to build a business that runs smoothly without you, increasing its value and appeal to buyers.

These private sessions provide a trusted space for in-depth discussions and personalised guidance. Spaces are limited, so if you’re interested, let us know which session you’d like to attend.

Simply reply to this email or contact us at enquiries@a4g-llp.co.uk to express your interest.

Get in touch with the Speakers…

Josh Curties BA (Hons) FCA
Senior Partner and Head of Compliance and Taxation at A4G

Emma White FCA
Senior Partner at A4G

Malcolm Palmer FCA
Founder of A4G

Pre-order your copy of Malcolm Palmer’s latest book:
Making Your Business Less Dependent on You


Trapped in daily operations? Feel like your business can’t function without you? Making Your Business Less Dependent on You is your guide to building a self-sustaining company that thrives—even when you step away.

Inside, you’ll learn how to: Achieve a healthier work-life balance, Increase your company’s efficiency and profitability, Build a business that operates and grows independently and Create more freedom to focus on what matters to you

You’ll also learn the fictional Bright family’s journey—and see yourself in their story.

Your business should work for you, not the other way around. Start the shift today! Pre-order the book now.

Pre order book

Want to find out more?

Call us on (01474) 853856 and we will put you in contact with one of our advisers, or send us an enquiry by clicking below.

Send us an enquiry