Inheritance Tax Planning – Creating a Legacy for Future Generations

Need some clarification on Inheritance Tax? Then this one is for you. Join Ben and George of Fairstone Financial Management to improve your understanding of Inheritance Tax:

• Allowances and exemptions
• Planning strategies and options
• Discussions around recent changes following the budget and how they may impact individuals going forward

We hope that by the end of the session you will have a better understanding of your inheritance tax position and get you thinking about what action can be taken to plan to reduce the tax burden on your beneficiaries.

As a minimum it should provoke some thought for some who may not have realised they or their partners have an inheritance tax issue.

If anyone would like a more detailed assessment of their position or further advice then myself or Ben can offer one-to-one consultations to discuss the types of service that Fairstone offer.