Event Details:
Date: September 18, 2024
Location: Nailcote Hall, Nailcote Lane, Berkswell, Warwickshire, CV7 7DE
Arrival Time: 12:00 PM - 12:30 PM
Seminar Time: 12:30 PM - 1:30 PM
Lunch: Served afterwards with afternoon cakes.
Seminar Topics:
- An introduction to inheritance tax, including options for and potential barriers to planning.-Inheritance tax mitigation by asset type, covering:
- The use of trusts in inheritance tax planning
- The importance of having an up-to-date will
This seminar is an excellent opportunity to deepen your understanding of inheritance tax and explore practical solutions for minimising its impact on your estate.
Please register by following this link: https://edwardswealth.typeform.com/edwardswealth
If you have any questions or need further information, do not hesitate to contact me.
I look forward to seeing you at Nailcote Hall.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.
As a company, we take our regulatory responsibilities seriously and will always respect your wishes as an individual. Our privacy policy can be accessed at www.partnerwebsite.co.uk which explains how we use personal data and your rights in relation to your personal data. If you wish not to be contacted in this way again then either contact me using the details provided, or email [email protected].