Complimentary Inheritance Tax Planning seminar - Cheltenham

9:30am – arrival and refreshments

10am – presentation

12pm – end

You spend a lifetime building and protecting your wealth, so it is important that it is passed to your loved ones in the most tax-efficient way. The average Inheritance Tax bill in the UK is over £200,000*. Planning ahead could mean that this significant amount of money could be left to your loved ones instead of the tax man.

We invite you to join our complimentary Inheritance Tax seminar to find out how to reduce your Inheritance Tax bill.

The government has frozen the Inheritance Tax threshold at £325,000 until 2028 and the Residence Nil Rate Band at £175,000. Rising house prices mean more families are subject to up to 40% tax on assets over the value of these allowances.

Many people incorrectly assume that Inheritance Tax Planning means giving away all their assets, which they are concerned about doing in case they run out of money in later life. This need not be the case. At our seminar, you will learn about Inheritance Tax Planning solutions that allow you to keep control over your assets.

At a seminar, you will learn:

· How Inheritance Tax will affect your estate and who pays it;

· How to legitimately mitigate your tax liabilities by utilising your annual reliefs and allowances;

· What are Trusts and how you can use them to gift while keeping control over your assets;

· How to use pensions to reduce your estate value;

· How to gift to children and grandchildren;

· How to grow your wealth tax-efficiently and creating a long-lasting legacy;

*Source: Gov, UK ‘Inheritance Tax statistics: commentary’, 2022.

Event Venue & Nearby Stays

Hotel du Vin Cheltenham, Parabola Road, Cheltenham, United Kingdom