Future Financial Planning Seminar

March 12, 2025

A huge thank you to everyone who joined us for the last event in our winter series! We hope you found the Future Financial Planning Seminar insightful and left feeling empowered to take action around business structures, tax planning, wills & power of attorney, updating & understanding accounts and IHT impacts & scenarios. Seminar notes and slides are linked below along with further reading.

A special thanks to our speakers, George Willis (PKF Francis Clark) and Karen Perugini (Thrings), for sharing their expertise and answering your questions.

What Should You Do Now?

Get a chartered valuation of your estate.
Plan ahead for rule changes in April 2026.
Ensure capital accounts correctly reflect land ownership.
Check and update wills & legal agreements.
Consider succession planning & inheritance options.

Final Thoughts

Planning early avoids costly mistakes.
Tax efficiency requires tailored professional advice.
Decisions should balance family needs with business sustainability.

Important Update on SFI24 Applications
With the closure of SFI24 applications, it’s vital to reassess your farm business planning in light of future funding and environmental schemes. If you missed the announcement, you can read more in the official press release and the latest farming blog update. Now is the time to review your strategy and consider how evolving policy changes may impact your financial and succession planning.

We’d love to hear your feedback—please take a few moments to complete our event survey linked below to help us continue delivering relevant and useful sessions (if you didn’t complete one on the night).

Finally, we hope you enjoyed your supper and, most importantly, the pancakes with all the trimmings!

Thank you for being part of the Wight Rural Hub community—we look forward to seeing you again soon.

Wight Rural Hub
Supporting Rural Enterprise to Prosper
info@wightruralhub.co.uk
01983 296244

Future Financial Planning Seminar Resources