
Level & Partners React to Spring Statement & IHT Changes
With inheritance tax in the spotlight, now’s the time to get ahead of the planned changes. In 2024, the Government made some of the biggest changes to Inheritance Tax in a decade. We are poised to hear what changes the Government makes to Estates & Inheritances in the Spring Statement 2025.
🔍 What You’ll Learn
Join us for a live 30-minute webinar where legal and financial experts break down what the Government’s Spring Statement means for families, professionals and anyone involved in estate planning. And, we’ll recap the key reforms from last year’s Autumn Budget that come into effect this April and the coming years — exploring how they could impact succession planning, estate administration and financial considerations. We’ll give you the insight you need to navigate the months ahead with clarity and confidence.
💡 Why Attend?
- Get a timely, expert-led reaction to any IHT-related updates in the Spring Statement.
- Understand what new or upcoming changes mean for you.
- Learn how you can move forward with confidence with right expert support for your situation
- Bring your questions to our panel during the live Q&A session.
🎙️ Meet the Panel
James Emery (Chair) – Director at Level, leading the discussion.
Harriet Betteridge – Private Client Solicitor, offering legal perspective on estate and tax planning.
Daniel Cottom – Financial Advisor at Aetas Wealth, sharing insight into wealth management and planning strategies.
Speakers
Head of Financial Planning – Aetas Wealth