Inheritance Tax Planning - Protecting your generational wealth & legacy

THE NEED FOR PLANNING

Inheritance Tax (IHT) was once seen as the tax for the rich and wealthy.

However, with the rise in property prices over the last decade. this has led to increasing number of estates facing an Inheritance Tax liability (IHT).

With a significant amount of inheritance tax liable upon money held on deposit and other liquid assets, it is evident that some relatively simple planning could reduce or even eliminate this tax charge.

JOIN THIS SEMINAR AND FIND OUT MORE

This webinar will cover :

1. How to calculate Inheritance Tax liability
2. Impact of IHT across just a few Generations
3. What are the Nil Rate Bands chargeable at 0% tax
4. Gift Exemptions that free from IHT
5. Different Trust* set ups to minimise and/or mitigate IHT liability

Questions you need to ask yourself:

1. Do you have an Estate worth over £1 million?
2. Do you have an Estate that could be worth over £1 million in the near future?
3. Do your parents/grandparents fall into this category?
4. Have you calculated your Inheritance Tax liability?
5. Do you hold much knowledge around Estate Planning?

This webinar will benefit the following individuals:

1. Individuals that have collated an Estate over £1 million

2. Individuals above the age of 45 that may wish to start gifting their money

3. Individuals with large amount of monies held on deposit and liquid assets.

4. Individuals with a large monthly disposable income that can be regularly gifted

5. Individuals who worry about their parent's Estate and the IHT liability that will impact them

The purpose of this Event:

1. Create knowledge
2. Create awareness of options available
3. Provide guidance
4. Offer a private 30 minute consultation free from any obligations

'Increase your knowledge - helping you to help yourselves and your loved ones.'

Agenda:

5:00pm - Registration

5:20pm - Introduction

5.30pm - Presentation

6:20pm - Q & A

6:30pm - End of Presentation

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Creating financial independence is key, as it provides you with the choice and the freedom to achieve a standard of lifestyle you aspire for both yourself and your families, after years of hard work and personal sacrifices.

With strategic and effective tax planning, you may be able to help yourselves, to potentially achieve these goals over time.

Helping you to 'build, grow, protect and preserve your wealth.’

Hansa Wealth Management 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.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Taxation rules can change at any time and are dependent on individual circumstances.

This webinar is for educational purposes only. No content contained should be regarded as financial advice.

Trusts are not regulated by the Financial Conduct Authority.