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Separating Fact From Fiction - Inheritance Tax made simple

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Location

The Italian Villa

164 Canford Cliffs Road

Poole

BH13 7ES

United Kingdom

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Event description

Description

Inheritance Tax rules are complex, so mistakes are easy to make.

You may want to give your house to your children now to save paying inheritance tax. By doing what you think is right, with the best intentions, you may be falling foul of the IHT rules.

Join us at The Retirement Café and ask your questions directly to Chartered Tax Adviser, Kurt Lee and Chartered Financial Planner, Justin King, to feel more informed about steps you can take to reduce your inheritance tax bill.


The Retirement Café - Inheritance Tax made simple

The Retirement Café gives you an opportunity to learn more about issues and challenges that may affect your retirement, over coffee and cake.

This two-hour event will cover the following important areas:

  • How to pass on £1m free from Inheritance Tax

  • The rules for giving your house to your children in your lifetime

  • Practical steps for passing on your wealth tax-efficiently

  • How to reduce the value of your estate to avoid paying care costs

  • Strategies you can implement now to avoid inheritance tax on death


There will be an opportunity to ask your questions directly to the panel and to talk to them individually afterwards. You are welcome to attend the seminar with family members.

Information shared is for guidance only. You will definitely not be sold to at the Retirement Café. In fact, you cannot buy anything – not even the coffee! The coffee and cake are on us and so is the chat.


About the experts

Kurt Lee of Lester Aldridge Solicitors is a highly experienced solicitor with a great deal of knowledge in Inheritance Tax and Capital Gains tax planning strategies, whilst also being a trust and wills specialist.

Justin King, host of The Retirement Café Podcast and Chartered Financial Planner at MFP Wealth Management helps you retire with complete financial confidence. He creates retirement strategies that provide both a great lifestyle in retirement and a legacy for your family.


The Venue

The Retirement Café will be held in the Verona Suite of the beautiful Italian Villa, set in the grounds of Compton Acres. This beautiful, spacious room is located on the third floor and a lift is available. Parking is included free of charge.

Space at this event is limited, so reserve your free ticket early to avoid disappointment as previous events have sold out.


Data Protection

If you are new to The Retirement Café, after signing up for the first time we will send you an email from sponsors, MFP Wealth Management, to ask you to opt in to receive our email newsletters.

We can only let you know about upcoming events if you positively opt in. EventBrite will continue to communicate with you about any events you have registetd for via their website. You can read our Privacy Policy here and our Data Protection Policy here.

FAQs

How can I contact the organiser with any questions?

Please email hello@theretirementcafe.co.uk or call 01425 279212 and ask for Kathy.

Is parking available?

Yes, free parking is available at the venue.

Can I bring a friend?

You can bring as many friends as you like. Simply reserve free tickets for each guest.

What if I can no longer make the event?

Please let us know by emailing hello@theretirementcafe.co.uk or calling Kathy on 01425 279212.

Do I need to bring my ticket to the event?

No, we will have your details.

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Date and Time

Location

The Italian Villa

164 Canford Cliffs Road

Poole

BH13 7ES

United Kingdom

View Map

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