VIP Wealth Transfer Challenges & Txaation on Pensions solutions.
Welcome to our exclusive event focusing on wealth transfer challenges post-budget season! Join us at Squerryes Winery Restaurant, Beggars Lane, Westerham TN16 1QP for an insightful discussions, expert speakers, and networking opportunities. As a seasoned investor building your financial portfolio, this event is perfect for anyone looking to navigate the complexities of wealth transfer in today's economic climate.
The event will give you an Exclusive Briefing of new Inheritance Tax on Pensions
Planning - It’s not just about reducing tax; it’s about giving you peace of mind in knowing that your estate is protected for your loved ones and that they will have the financial support they need. We will also talk about how the Budget has clearly demonstrated the benefit for affluent clients diversifying their investments across different tax wrappers beyond the ISA, pension, and general investment account. Broadening a client’s investments beyond these can provide much-needed flexibility for retirement income and Inheritance Tax plans as we also considers possible future changes for governments and their tax policy.
In this 60-minute invitation only briefing, our Estate Planning expert and Chairman of the Personal Finance Society (London & Kent) Pierre Coussey will discuss strategies to minimise your Inheritance Tax liabilities, simplify your estate, avoid common mistakes, and protect your assets.
This upcoming event will be at 4pm on 18th September. The light heart briefings will be followed by refreshments with the wider team.
Places are very limited and will fill quickly so reserve your spot now!
