Inheritance Tax - Protecting your family's legacy

Changes to the rules around Inheritance Tax, Agricultural Property Relief and Business Property Relief are complex, confusing and - if ignored - could put your family’s wealth at risk.

You are invited to join experts from Saint & Co, Rachael Bell Wealth Management, C&D Rural and Muckle LLP for an enlightening seminar about Inheritance Tax and estates planning. The panel will use case studies and clear language to explain what the changes mean in real terms and how to protect what matters most.

The panel will consist of:

· Alex Dent, Head of Tax at Saint & Co Chartered Accountants;

· Rachael Bell, Practice Principal at Rachael Bell Wealth Management;

· Louisa Thomson, the Managing Director of C&D Rural;

· Rachael Stephenson, Partner at Muckle LLP.

Doing nothing has never been more expensive. Secure your free place today and discover:

- How impending changes could affect you, your business and your loved ones

- Why you may be unwittingly breaching the rules—and how to avoid common pitfalls

- Practical steps to put a solutions‑focused plan in place

- How APR and BPR can work together to safeguard farms and family businesses

- Red flags that invite HMRC scrutiny, and how to keep your affairs audit‑ready

Places are strictly limited and early reservations are advised.

Register now to reserve your seat and submit your questions in advance.

Please note: Attendee details may be shared with participating organisations — Saint & Co, Rachael Bell Wealth Management, C&D Rural, and Muckle LLP — for the purposes of event coordination and follow-up. All personal information will be handled in accordance with each organisation’s respective privacy and GDPR policies.

Host or Publisher Saint & Co Chartered Accountants