Inheritance Tax planning is extremely topical and has the opportunity to create an impactful legacy to pass down to your loved ones. We are pleased to invite you to attend an informative and interactive presentation on IHT planning at our Wimborne Minster office.
You will be greeted with hot drinks and pastries on arrival from 9.30 am, and our Managing Director, Ed Bell, and Financial Adviser, Lawrence Down will commence their 45-minute seminar at 10.00 am.
They will be covering the following topics:
• Allowances and exemptions.
• Upcoming changes and how they affect you.
• IHT and estate planning objectives.
• Tax friendly vehicles.
• Followed by a Q&A session to ask the experts.