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Inheritance Tax Planning

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NatWest

2 The Sandlings

Ransomes Europark

Ipswich

IP3 9YY

United Kingdom

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Hear expert views on how to overcome the financial challenges and uncertainty associated with passing wealth to your loved ones. Including mitigating the effect of Inheritance Tax on your estate, and discover the proven ways to manage your wealth with confidence.

  • Inheritance Tax planning - using exemptions, gifts, trusts and protection solutions

  • Understanding your Nil Rate and Main Residence Nil Rate Bands - what they are and how they are applied to your estate, as well as the qualification rules

  • Investment Risk Recognition - the importance of identifying the appropriate risk appetite and investing accordingly

Presentation by Tony Matthews Chartered MCSI, Wealth Manager for NatWest & RBS Private Client Advice & Investment Services followed by a questions and answer session.

All information used in this presentation you are registering for relating to Inheritance Tax Planning is produced by RBS & NatWest for information purposes only and is for the sole use of the attendees at the presentation.

Whilst we feel this topic is beneficial the views expressed are not intended to be and should not be viewed as individual advice or as a recommendation. You should seek independent advice in respect of issues that are of concern to you.

To the maximum extent permitted by law we expressly disclaim all representations, warranties, or assurance of any kind, expressed or implied, that are made to the accuracy or completeness of the information contained in this presentation and no member of NatWest accepts any obligation to update or correct any information contained herein.


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Date and Time

Location

NatWest

2 The Sandlings

Ransomes Europark

Ipswich

IP3 9YY

United Kingdom

View Map

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