Inheritance Tax
Our latest informative, jargon-free seminar will include some important pointers
and ideas on inheritance tax planning.
The pre-budget report of October 2007 delivered a change in the treatment of the
Nil Rate Band for married couples or civil partners. We can help you understand your
current options as well as assessing how any existing arrangements have been
affected.
There is currently a 40% tax charge levied on the value of all estates above £312,000
for the tax year 2008/09.
So, did you realise that even tax-efficient investments like PEPs and ISAs could
be subject to this charge? We want to help you keep as much of your estate as possible
in the hands of your family rather than gifting it to the Inland Revenue!
Attend a Seminar
We run a regular programme of seminars in locations across the UK. Usually in a
convenient central location, often using hotel conference facilities.
There is no charge for attending, and each session lasts for approximately one
and a half hours.
Please do bring your spouse, partner or another guest – just let us know the number
of places you require.
To attend one of our seminars in your local area simply
click here to book your place. Alternatively call us on 0845 0135 600
We look forward to seeing you!