Ready, Set, Inherit - Inheritance Planning Seminar

Welcome to Ready, Set, Inherit!

Join us on Thursday 28th May at for an informative lunchtime session dedicated to clarifying inheritance tax planning and the considerations you may need to navigate around the ever-changing thresholds, rules and allowances.

This seminar is designed for individuals who are either beginning to consider inheritance tax or seeking ways to refine their strategy, and aims to offer practical guidance to help secure their own, and their families 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/upcoming 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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