About this Event
9:30am – arrival and refreshments
10am – presentation
12pm – end
The average Inheritance Tax bill in the UK is over £200,000*. Find out how to reduce your Inheritance Tax bill to leave more to your loved ones and less to the tax man at one of our complimentary Inheritance Tax Planning seminars.
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 that an increasing number of families are impacted by up to 40% tax on the value of their estate over these thresholds which will have a huge impact on the amount your loved ones will inherit.
Many people incorrectly assume that Inheritance Tax Planning means giving away all their assets, which they are worried about doing as they are concerned about running out of money in later life or not having enough should they need long-term care. This need not be the case. At our seminar, you will learn about some of the many Inheritance Tax Planning options that allow you to keep control over your assets, while mitigating Inheritance Tax.
Inheritance Tax Planning is a complex area. No one likes to think about their own mortality but planning in advance will mean that you are able to leave your family a lasting legacy.
At a seminar, you will also 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;• Pensions and how to use them to reduce your estate value;• Gifting to children and grandchildren;• Growing your wealth tax-efficiently and creating a long-lasting legacy;
*Source: Gov, UK ‘Inheritance Tax statistics: commentary’, 2022
Event Venue & Nearby Stays
Leigh Court, Pill Road, Bristol, United Kingdom