Ready, Set, Inherit - Inheritance Planning Seminar

Acumen Financial Planning is one of the leading independent financial planning firms in the UK.We empower clients to confidently achieve their full financial promise by delivering a holistic package of financial guidance in an accessible and approachable manner.An Accredited and Chartered firm, more details about our team and services can be found atwww.acumenfp.comAwarded Accredited Financial Planning Firm of the Year 2016 & 2018 and New Model Adviser Firm Scotland & NI  (2017, 2018, 2019),Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority, FCA no.218745

Acumen Financial Planning

Join us on 3rd December 2025 at The Bonham Hotel, Edinburgh, for expert insights into inheritance tax, budget updates and strategies.

The Bonham Hotel, Edinburgh

Welcome to Ready, Set, Inherit!Join us on Wednesday 3rd December at <a href="https://thebonham.com/" title="https://thebonham.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">The Bonham Hotel, Edinburgh</a> for an informative lunchtime session dedicated to clarifying inheritance tax planning and the considerations you may need to navigate around thresholds, rules and allowances.This seminar is designed for anyone who is either beginning to consider inheritance tax or looking for ways to refine their strategy, and aims to offer practical guidance to help secure your family's financial future.What to expect with 'Ready, Set, Inherit':This session is designed to provide valuable insights into:<ul><li>Understanding how inheritance tax works - Breaking down the fundamentals.</li><li>Navigating the post-budget changes to IHT rules - What's new and how it could affect you.</li><li>Exploring effective planning opportunities - Strategies to minimise tax liabilities.</li><li>Developing a personalised IHT action plan - Practical steps to take control of your estate planning.</li></ul>Enjoy a relaxed and welcoming environment with refreshments provided. This event is an excellent opportunity to ask questions, hear from industry experts, and take proactive steps towards a well-structured estate plan for you and your loved ones.Don't miss this opportunity to gain valuable insights and take the first steps toward your next chapter. Spaces are limited, so be sure to reserve your place today!If you have any questions or would like further details, please contact marketing@acumenfp.com or call us on 01224 392350.<a href="https://www.acumenfp.com/" title="https://www.acumenfp.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Acumen Financial Planning</a> is authorised and regulated by the Financial Conduct Authority. FCA number 218745.

Ready, Set, Retire - Retirement Planning Seminar

Mansefield House Hotel

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Ready, Set, Inherit - Inheritance Planning Seminar

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Ready, Set, Inherit - Inheritance Planning Seminar

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