Free

The Retirement Cafe - Inheritance Tax Planning

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The Kings Arms Hotel

18 Castle Street

Christchurch

BH23 1DT

United Kingdom

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

This month's Retirement Cafe event is for anyone who wants to learn how to reduce inheritance tax and maximise value for future generations.

Host Justin King, Chartered Financial Planner specialising in pension and retirement planning, will be joined by two specialists in Inheritance Tax.

Kurt Lee of Lester Aldridge Solicitors, Bournemouth, is a highly experienced solicitor who has over 17 years' experience in tax. He is also a trust specialist

Graham Wilde is the principle director of TaxNetUK Ltd and a Chartered Tax Adviser. Graham has over 25 years' experience in UK taxation, having worked for HMRC and various accountancy firms.

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

-Who is liable to pay inheritance tax and how to calculate your future liability.

-The use of trusts to reduce future inheritance tax liabilities.

-Explaining the new main residence nil-rate band.

-Practical steps you and your family can take to save money today, without losing control of your finances.

There will be an opportunity to ask your questions directly to the panel and to talk to them individuall 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.

Space at this event is limited to 30 attendees; you should reserve your free ticket early to avoid disappointment.

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Date and Time

Location

The Kings Arms Hotel

18 Castle Street

Christchurch

BH23 1DT

United Kingdom

View Map

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