Name: Inheritance Tax and Protecting Family Wealth
Start: 2026-06-02T19:00:00+01:00
End: 2026-06-02T20:30:00+01:00
Location: Bierton Coffee House

Inheritance Tax and Protecting Family Wealth

📍 At Bierton Coffee House
I’m running another in a series of free local evening sessions designed to help people better understand retirement and financial planning in a practical, easy-to-understand way.
🗓 Tuesday 2nd June – 7:00pm
🎯 Inheritance Tax and Protecting Family Wealth
This session may be particularly useful for:
• Homeowners and families wanting to protect wealth for future generations
• Business owners and retirees concerned about inheritance tax exposure
• Anyone wanting a clearer understanding of how inheritance tax works in practice
Topics include:
✅ How inheritance tax works explained simply
✅ Current allowances and thresholds
✅ How property and pensions can be affected
✅ Gifting rules and common misconceptions
✅ Business and agricultural relief considerations
✅ Common inheritance tax planning mistakes
✅ Potential future inheritance tax risks and changes
✅ Practical ways families try to improve tax efficiency
📱 The session will include optional interactive audience participation throughout the evening using a live app, allowing attendees to answer questions anonymously and see group responses in real time.
⏰ Approx. 1 hour 30 minutes, including Q&A and discussion.
☕ The event is completely free to attend.
As a thank you to the venue for hosting, I’d encourage attendees to support the coffee house by purchasing a drink and/or cake during the evening.
⚠️ Spaces are limited to 40 attendees due to venue capacity.
These sessions are intended for general information and educational purposes only and do not constitute personal financial advice. Information is based on current UK legislation and taxation, which may change in future.