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Inheritance Tax Planning Seminar
Thu 4 May 2017, 10:00 – 13:00 BST
Nat West Bank have brought together Leading Chartered Accountant and Independent Advisors Ward Goodman and Specialist Local Law firm Farnfields Solicitors, to present a seminar for anyone concerned about managing their legal and financial affairs.
This seminar exposes the impact of various statutory taxes on individuals who build up wealth through acquiring property and other assets. It will highlight the importance of having a strategy to work out what income is needed later in life and in planning for what happens to your money after you die. Join us and find out how to tackle will writing, get financial support for friends and family, and how to safeguard your assets.
Paul Thompson from Canada Life’s ican Technical Services Team, has been invited by Ward Goodman to give an Introduction of the New Residence Nil Rate band in effect from April 2017, and its impact on estate and Inheritance Tax Planning moving forward.
Elizabeth Neame, Senior Associate Solicitor from Farnfields Solicitors will be covering topics such as wills, Bank of Mum and Dad and the challenging subject of Safeguarding Your Digital Assets.
Experienced Independent Financial Advisor Adrian Seager from Ward Goodman, offers solutions for Long-term Care and the options around releasing value from your home.