Seminars


 

Practical Inheritance Tax planning: Passing on assets and planning ahead

Learn why joined-up IHT planning matters when passing on assets, including key practical issues and common pitfalls.

Join us for a practical session exploring key Inheritance Tax planning considerations for individuals and families. We’ll look at common planning opportunities, potential pitfalls, and the steps you can take to help protect the assets you have built up and pass them on in line with your wishes. The session will also touch on why wills, probate and wider estate planning should be considered as part of a joined-up approach.

Agenda

04:30 PM – 05:00 PM

Arrival, registration and refreshments.

05:00 PM – 06:15 PM

Presentation covering lifetime IHT planning options, practical examples of planning in action, and some of the most important assets, investments and reliefs to consider. There will also be a brief discussion about the role of Wills, Probate and Lasting Powers of Attorney in the wider planning picture.

06:15 PM – 06:30 PM

Further questions

06:30 PM – 07:00 PM

Refreshments and a chance to speak with the team

Address

Brampton Park Golf Club

Buckden Road

Brampton PE28 4NF

BOOK HERE