Ready, Set, Inherit - Inheritance Planning Seminar

Welcome to Ready, Set, Inherit!

Join us on Wednesday 3rd December at for an informative lunchtime session dedicated to clarifying inheritance tax planning and the considerations you may need to navigate around thresholds, rules and allowances.

This seminar is designed for anyone who is either beginning to consider inheritance tax or looking for ways to refine their strategy, and aims to offer practical guidance to help secure your family's financial future.

What to expect with 'Ready, Set, Inherit':

This session is designed to provide valuable insights into:

• Understanding how inheritance tax works - Breaking down the fundamentals.
• Navigating the post-budget changes to IHT rules - What's new and how it could affect you.
• Exploring effective planning opportunities - Strategies to minimise tax liabilities.
• Developing a personalised IHT action plan - Practical steps to take control of your estate planning.

Enjoy a relaxed and welcoming environment with refreshments provided. This event is an excellent opportunity to ask questions, hear from industry experts, and take proactive steps towards a well-structured estate plan for you and your loved ones.

Don't miss this opportunity to gain valuable insights and take the first steps toward your next chapter. Spaces are limited, so be sure to reserve your place today!

If you have any questions or would like further details, please contact [email protected] or call us on 01224 392350.

is authorised and regulated by the Financial Conduct Authority. FCA number 218745.

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