Early planning can help ensure your accumulated lifetime wealth is distributed correctly and tax efficiently. Without proper planning your family could lose up to 40% of their inheritance through taxation. In the past Inheritance Tax (IHT) planning was simpler. However, changes to tax rules mean structures like trusts now carry more tax risk and have become less attractive to many.
Estate planning is complex and seeking independent advice is highly recommended. You are invited to attend one of our complimentary briefings to hear from our tax, financial planning and investment experts who will highlight some of the benefits of estate planning and how this can be undertaken.
Who should attend?
For those who want to ensure their accumulated lifetime wealth is distributed correctly and tax efficiently.
Please note we also have another available date for this event which will take place on Thursday 7 November at Manor by the Lake, Cheltenham. Further details for this date can be found here.