SMH Sutton McGrath Hartley - Free Inheritance Tax Seminar

Inheritance Tax is often seen as something that only affects the very wealthy, but in reality, many families can be impacted once property, savings, pensions, and business interests are taken into account. With tax rules continuing to evolve, it is important to understand your current position and take practical steps to plan ahead.

This seminar is designed to give you a clear and straightforward overview of how Inheritance Tax works, what is included within your estate, and the planning options available to help protect your wealth for the future. The session will focus on helping you make informed decisions, avoid common pitfalls, and understand what actions may be worth considering based on your circumstances.

• How Inheritance Tax is calculated and what counts as part of your estate
• Key thresholds, allowances, exemptions, and reliefs
• Gifting rules and what to be aware of when passing on wealth
• Planning options to help manage or reduce potential liabilities
• Common mistakes that can lead to unexpected tax bills

There will also be an open Q&A at the end of the session, giving you the opportunity to ask questions and gain clarity on areas relevant to you.

• Individuals and families who want to protect wealth for future generations
• Homeowners and those with savings, investments, or pensions
• Business owners reviewing succession and long-term planning
• Anyone who wants a clearer understanding of Inheritance Tax and how to plan ahead

If you want practical guidance and a better understanding of your options, this seminar will provide a helpful starting point and clear next steps.

Know what’s Happening Next — before everyone else does.

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Host or Publisher SMH Haywoods