Preserving your legacy: Smart strategies for Inheritance Tax planning

Preserving your legacy: Smart strategies for Inheritance Tax planning

Join us for an exclusive client event where we’ll explore how smart Inheritance Tax planning can protect your wealth for the next generation

By FLM

Date and time

Location

30 St James's Passage, Lombard St

30 Lombard Street London EC3V 9BQ United Kingdom

About this event

  • Event lasts 2 hours

Secure your family's future with confidence.

Join us for an exclusive client event where we’ll explore how smart Inheritance Tax (IHT) planning can protect your wealth for the next generation. Our expert advisers will walk you through practical strategies to reduce your IHT liability, make the most of current allowances, and ensure your legacy is passed on as you intend it.

Whether you're just starting to think about estate planning or are looking for ways to improve your current arrangements, this session will give you the clarity and confidence you need to plan for the future.

Feel free to bring along friends, family members or colleagues who may also benefit from this important conversation.

Following the talk, light refreshments will be served, and you'll have the chance to discuss any questions you may have directly with the advisers.

Places are limited, so reserve yours today!

Organized by

FLM

FLM are a wealth management practice based in the City of London. Our team of advisers support clients with every aspect of their finances, from overseeing investment planning, supporting trust and estate decisions to personal tax planning.

We understand that managing your finances can be time intensive and stressful. Together, we’ll create a clear and effective strategy that gives you peace of mind, and enables you to enjoy other aspects of your life to the max.

Our energetic and dynamic team take a proactive approach to wealth management, ensuring our clients' finances are always one step ahead in an ever-changing financial landscape.

FreeSep 8 · 5:00 PM GMT+1