Inheritance tax planning: what you need to know

Inheritance tax has rarely been more talked about, and with recent changes making the picture more complex, we know it is something many of our clients are thinking about.

This webinar is a chance to sit down with us virtually, get a clear explanation of where things stand and ask the questions that have been on your mind.

We’re delighted to be joined by Charles Fraser of Lightfoots Solicitors, who is an expert in Wills and Power of Attorney. He will share his experience and expertise with us, providing an interesting and important legal perspective.

This webinar will cover:

• How inheritance tax works and who it affects
• The impact of recent Budget changes, including pension assets and agricultural/business property relief
• Practical strategies to help mitigate your IHT liability
• Gifting, trusts and other planning tools
• How we can help you put a plan in place

This is an opportunity to hear from our advisers in plain, straightforward terms and to ask the questions that matter to you and your family.

If you have colleagues, friends or family who you feel would benefit, please do share the link.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Trusts, Wills and Power of Attorney are not regulated by the Financial Conduct Authority.

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