Davis Blank Furniss has joined forces with Capstone Financial Management, a Partner Practice of St. James’s Place Wealth Management, and will be staging a free event in Glossop that will provide practical advice and guidance around inheritance tax and estate planning. The free event will be taking place in the evening at Glossop Golf Club on Thursday 13th July 2017.
Inheritance tax has historically been associated with the wealthy, but a person’s property value alone may leave them vulnerable to this tax. The event will give essential, up to date information and guidance about ways to plan to mitigate this tax and reduce the potential worry for families and beneficiaries.
Attendees will hear from three industry experts:
Steve Moy, Senior Pension’s Expert at St. James’s Place, will be covering what assets are at risk of inheritance tax for families, how much you are likely to pay and how to create a plan to ensure you protect your wealth and pass it down to future generations.
Graham Dodd, Senior Manager at Foresight Group, will be discussing effective inheritance tax solutions that can mitigate IHT liabilities quickly and innovative solutions to ensure assets are passed down to beneficiaries.
Finally, Laura Willis, Associate Solicitor in the Private Client team at Davis Blank Furniss, will be summarising general estate and inheritance tax planning, discussing why it is important to keep wills updated, considering opportunities to use trusts for business owners and other individuals in wills to mitigate inheritance tax, explaining the rules of protecting assets from care home fees and talking about the importance of Lasting Powers of Attorney.
The three talks will then be followed by a Q&A session plus food and drink at the Golf Club.
Laura Willis commented: “There’s no doubt that inheritance tax and estate planning are complex so the aim of this event is to cut through the confusion and provide up to date information that people can understand and then apply to their our particular set of circumstances. “
Andrew Williamson, Director at Capstone Financial Management, added: “This event is a great way for local people to find out how inheritance tax could impact them and their families in future. I see more and more of our clients being affected by this tax, which we can easily mitigate with the right financial planning”.
Date: Thursday 13th July 2017
Times: 6pm for welcome drinks/ 6.30pm to 8pm speakers and Q&A, 8pm drinks & food
Venue: Glossop Golf Club, Sheffield Rd, Glossop, SK13 8QP
Booking: Please email firstname.lastname@example.org