Inheritance Tax - Is your planning still fit for purpose?

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Clarke Nicklin LLP

Cheadle

SK8 3TD

United Kingdom

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Description

Clarke Nicklin are hosting a lunch seminar to highlight potential reforms that may occur post Brexit. Areas of planning which everyone should be aware of will also be highlighted.

Tax Partner, Paul Draper, and Financial Planning Partner and IFA, Scott Herbert, will be focusing on:

  • Inheritance tax (IHT) and the potential reform;
    -
    Post Brexit budget may well see the first real reforms to IHT since it was introduced in 1986
  • Planning to protect your family’s wealth from IHT;
    - Lifetime planning can be very effective and straight forward to implement
  • Combining all personal financial planning to achieve the best results;
    - Pensions and investments can be a key part of lifetime planning

Not planning now can mean 40% of your family's assets and wealth can disappear overnight. Effective planning could potentially mitigate all Inheritance Tax, so don't put it off.

Who should attend
Individuals who want to focus on their own IHT planning, and or who have family members who require help in this area.

AGENDA:

11.00 am - Registration and refreshments

11.15am - Seminar begins
12.15pm - Q&A session
12.30pm lunch and informal discussions
13.30pm - Finish

Date and Time

Location

Clarke Nicklin LLP

Cheadle

SK8 3TD

United Kingdom

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