Join us, and guest speakers from Hardington Hogg, at the breathtaking Alnwick Gardens for an exclusive seminar designed to help you protect your wealth, preserve your legacy, and navigate the latest financial changes with confidence.
Whether you are a long-standing client looking to stay ahead of key tax and legislative updates, or a guest seeking expert guidance on inheritance preservation, this event will provide valuable insights tailored to your needs.
This seminar is for you if you’re looking for guidance on:
- How to protect your estate from unnecessary Inheritance Tax (IHT)
- Effective ways to pass on wealth while preserving your family’s financial security
- Understanding the impact of the latest tax and legislative changes from the Spring Budget 2025
- The role of trusts, gifting allowances, and other tax-efficient planning tools
- Ensuring your wealth works for future generations without unexpected tax burdens
As a special addition to the event, all attendees will have the opportunity to enjoy an exclusive guided tours of the stunning Alnwick Gardens and the world-famous Poison Garden—a fascinating experience not to be missed!
Reserve your complimentary place today - one ticket required per guest
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 are not regulated by the Financial Conduct Authority.
Sage Wealth Management Ltd is an Appointed Representative of and represents only
St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
SJP Approved 14/03/2025
