IS IT TIME TO CONSIDER HOW CHANGES TO INHERITANCE TAX WILL IMPACT YOUR ESTATE AND WEALTH PLANNING?
Following the success of our sessions in York and Scarborough, we’re bringing the Inheritance Tax Masterclass to Leeds.
This exclusive event will explore actionable strategies to mitigate the impact of upcoming IHT changes. Chris Wilson, Head of Tax, and Dom Marley, Head of Wealth Management, will lead the session, focusing on:
- Family Succession: Passing assets to the next generation sooner, either through gifting or value transfers.
- Insurance Solutions: Using life policies to cover Inheritance Tax liabilities and safeguard your estate.
- Will Planning: Revisiting structured wills to make the most of available reliefs.
- Trusts: Exploring the potential £1m allowance for Agricultural Property Relief and Business Property Relief assets.
- Business Property Relief Investments: Understanding their continued importance in IHT strategies despite limitations.
- Pension Utilisation: Maximising pensions as a tool for funding gifts or covering liabilities.
Our experts will provide practical advice on how to limit the impact of these changes and ensure your estate planning remains proactive and effective.
