About this Event
Gooding Accounts in partnership with DJH are delighted to invite you to an exclusive breakfast seminar at Cumberwell Park, bringing together leading experts from across the DJH Group to help you plan and protect your family’s wealth.
With the Chancellor’s Budget fast approaching, our seminar offers an ideal opportunity to consider any relevant announcements, review your current position and explore how best to plan for your family’s long-term interests.
Your expert line up
Laura Hutchinson
Managing Partner at The DJH Tax Specialists.
Specialising in inheritance tax and succession planning, UK and offshore trust taxation Laura provides holistic tax solutions for a family’s affairs as a whole. She'll breakdown options for passing down your family business and the benefits of lifetime planning.
Jim Knights
Director of Financial Planning at DJH Perspective.
With over 20 years of experience in financial planning, Jim will explore inheritance tax, with a particular focus on the implications of pension pots being brought within the scope of Inheritance Tax from April 2027.
Rachel Watkinson
Managing Director of Estate Planning at DJH
A qualified solicitor Rachel will explore the role of wills in inheritance tax planning, highlighting key considerations to help ensure your estate is structured in line with your wishes and your family’s interests.
Ross Perry
Director of Financial Planning at DJH Perspective.
A Chartered Financial Advisor with more than 30 years in the industry Ross will join Jim to cover the importance of ongoing planning in an ever-changing financial climate.
Secure your free spot
Spaces are limited so book yours today!
Event venue & nearby stays
Cumberwell Park Golf Club, Cumberwell Park Golf Club, Bradford-on-Avon, United Kingdom
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