On 5 October, we were pleased to collaborate with Kimbolton-based Beacon Wealth Management to address the importance of proactive Inheritance Tax (IHT) planning.
We welcomed over 60 delegates to Brampton Park Golf Club, who heard presentations from our own Tax Partner, Barry Jefferd, and Beacon Wealth founder, Tony Larkins, followed by an evening buffet and a chance to speak with our wider team of advisers.
Tax Partner, Barry Jefferd, commented: “Putting on events for our valued clients and contacts is something we really enjoy, and this event was a great opportunity for us to collaborate with Beacon Wealth, another local, well-respected firm offering professional services.
“Inheritance Tax planning is so important for so many people, but often ignored until we enter our later years. The fact of the matter is, it is never too early to begin to put plans in place that will ensure your wealth is protected, and passed on to the right people in the most tax-efficient way.
“To discuss your concerns surrounding Inheritance Tax with us, or if you’d like some planning advice, do get in touch with us.”