We understand that you spend a lifetime building and protecting your wealth, so it is important that it is passed to your loved ones in the most tax-efficient way. Inheritance Tax rules and planning can be complex, but careful planning could help reduce the amount of tax payable.

Key areas covered will include:

• Overview of Inheritance Tax
• How to value your estate
• Overview of trusts
• Agricultural Property Relief
• Business Property Relief
• How can we help

The talk will last between 30-45 minutes with a Q&A session at the end so you will have plenty of time to ask questions.  Spaces are limited, so RSVP to secure your spot or to find out more information about this event, please email [email protected] or call us on 01442 270000.

Can’t make it?

To find out about other available events, please call 01442 270000 or email [email protected]