Protect your legacy: What you leave behind and what it costs

Protect your legacy: What you leave behind and what it costs

Recent Budget Changes Could Affect What Your Family Inherits — Are You Prepared? Join us for an informative seminar about Inheritance Tax.

By Rhodes Wealth Management

Date and time

Location

Derbyshire County Cricket Club

Nottingham Road Chaddesden DE21 6DA United Kingdom

About this event

Recent Budget Changes Could Affect What Your Family Inherits — Are You Prepared?

Following the most recent Budget announcement, significant changes are coming to how Inheritance Tax (IHT) is applied — and they could impact your legacy more than you think.

We're hosting three in-person seminars to help you understand these new rules, explore your options, and ensure your estate is structured in the most efficient way possible.

🆕 What’s Changed?

The latest government updates may mean that:

  • Pensions may now be counted as part of your estate, increasing your taxable amount.
  • Thresholds and exemptions are tightening, meaning more estates could face a higher tax bill.
  • New reporting rules and changes to lifetime gifting may reduce flexibility without proper planning.
  • These changes could increase the IHT payable on estates that were previously unaffected, and catching up too late could mean your loved ones receive less than you intended.

💡 Why Attend This Seminar?

Our expert advisers will walk you through the new landscape and provide clear, practical strategies to protect your assets and legacy. Whether you have an existing estate plan or none at all, now is the time to revisit it.

🗓️ What You’ll Learn:

  • How the new rules could affect your estate — including pensions
  • Tax-efficient strategies to reduce IHT liability
  • The role of gifting, trusts, and wills under the new rules
  • Planning opportunities to protect your wealth for future generations
  • Common mistakes to avoid and what proactive steps you should take now

👥 Who Should Attend?

  • Homeowners and property investors
  • Parents, grandparents, and anyone planning to pass on wealth
  • Individuals with pensions or savings above the standard threshold
  • Anyone who hasn’t reviewed their estate plan recently

📍 Event Details

We're hosting three informative, adviser-led sessions at local venues. Choose the one that best suits you:

Seminar 1 - Tuesday 7th October - 10-11:30 - Morley Hayes

Seminar 2 - Wednesday 15th October - 10-11:30 - Trent Bridge Cricket Ground

Seminar 3 - Thursday 23rd October - 10-11:30 - Derbyshire Cricket Ground

Each seminar includes expert presentations, real-life examples, and a Q&A session. You'll also have the chance to speak with our advisors one-to-one.

🎟️ Reserve Your Free Seat

Attendance is free, but spaces are limited and expected to fill quickly.

🔒 Take Control of What You Leave Behind

Don’t let changes to legislation undermine your years of hard work. Join us to get informed, get prepared, and make sure your legacy is passed on the way you intended.

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Organised by

Rhodes Wealth Management

Sooner, rather than later, most of us will seek financial advice in order to plan for a comfortable lifestyle and wealth in retirement. However, the pace of modern day living means that very few people have the time to manage their financial affairs effectively by themselves. At Rhodes Wealth Management our focus is on maintaining long-term relationships with our clients to ensure they have financial peace of mind. By demonstrating distinct quality, integrity and excellence, we have become a source of trusted advice to our clients as their financial needs evolve over the years.

Rhodes Wealth Management provide a wide range of wealth management services to both individuals and businesses across the Midlands, including but not limited to retirement planning, inheritance tax planning and corporate planning. Our team of financial advisers and experienced support staff provide wealth management advice from our offices in Brailsford and West Bridgford, or from the comfort of your own home.

Rhodes Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management (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 at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Rhodes Wealth Management is the trading name of RWM 2007 Limited.

RWM 2007 Limited is registered in England and Wales, Number 15555417. Registered Office: Express Works, Luke Lane, Brailsford, Ashbourne, DE6 3BY, United Kingdom.

SJP Approved xx/xx/xxxx

On Sale 20 Aug 2025 at 09:43