Legacy & Inheritance Tax Planning Presentation

Legacy & Inheritance Tax Planning Presentation

Secure your legacy. Protect your loved ones. Plan with confidence.

Your financial success is a testament to your hard work, discipline, and thoughtful decision-making. It’s only natural to want that success to benefit the people and causes you care about most.

But passing on your wealth isn’t always straightforward. Without careful planning, your legacy could be diminished by taxes, care costs, or unforeseen family circumstances.

Join us for an informative seminar with limited capcity where we’ll explore:

• When and how to start gifting—while ensuring your own financial security in retirement.
• How to protect your legacy from risks like divorce, poor financial decisions, or care fees.
• Understanding Inheritance Tax (IHT)—how it works and how to reduce its impact.
• Trusts and estate planning tools—how they can help you stay in control.
• Real-life examples to bring the strategies to life.

Whether you're just starting to think about estate planning or looking to refine your existing plans, this session will provide clarity, confidence, and actionable insights.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

Pinnacle Wealth Management LLP 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.

SJP Approved 29/07/2025