Talking Inheritance Tax - Seminar

Learn how to protect your assets for the future. Join us for a lively and informative seminar on navigating the world of Inheritance Tax.

Did you know?

Inheritance Tax collected by the Treasury has doubled over the past 12 years. Following changes in the most recent Budget, the Office for Budget Responsibility expects it to double again within five, increasing the potential liability for many more estates.

Inheritance Tax rules have changed...

In this free seminar, you'll find out what the new rules mean for you. Inheritance Tax can take families by surprise, but with the right guidance you can plan ahead with confidence.

Who should attend?

Anyone thinking about passing on their assets and concerned about the impact of Inheritance Tax — including shareholders of small to medium-sized businesses.

What we’ll cover

• What Inheritance Tax is and how it’s charged?
• Common misconceptions that catch people out
• Changes introduced in recent Budget
• Simple strategies to help reduce your estate’s liability

Speakers and topics:

• Steven Hilditch, Senior Chartered Financial Adviser – Sedulo Wealth
• Jose Vilchez, Senior Chartered Financial Adviser – Sedulo Wealth
• Julie Burgess, Partner – Gorvins Solicitors

What to expect:

• Free parking
• Tea, coffee and biscuits
• Q&A with our speakers