Inheritance Tax Planning Seminar – 3rd December 2015

Posted by: Nicola Macdonald, on September 24, 2015.

Our latest seminar, presented by resident experts Robin Stevenson (Swindells Accounting) and Duncan Orr (Swindells Financial Planning), will include an update on strategies that have successfully saved our clients many thousands in

Inheritance Tax

We will also provide you with:

  1. Examples of how the new Main Residence Nil Rate Band will operate and how to ensure you qualify for this extra allowance
  2. Reducing IHT if your estate is largely property based
  3. Alternatives to simple gifting that ensure you retain control and access to your funds

This seminar will be of most benefit and relevance to those individuals or families with existing wealth in excess of £1M.

This seminar will be held at our Uckfield offices on Thursday 3rd December 2015 starting 12.30 p.m. and lasting approx. 1 hour.

Registration 12.15 -12.30, numbers are limited and to reserve a place, please email or call 01825 763366.

We offer all attendees the option of a free 20 minute consultation following the seminar to discuss, in confidence, your personal situation with one of our experts. If you wish to take advantage of this offer, please confirm when reserving a place.


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