Inheritance Tax & Estate Planning

Location: Glossop Golf Club, Sheffield Road, Glossop, SK13 8QP £0.00

Together with Capstone Financial Management, we are delighted to host an Inheritance Tax and Estate Planning event during the evening of Thursday 25th April 2019.

Families are now paying more in inheritance tax than ever before.  Official figures show that the amount collected this year exceeded £5 billion for the first time1; furthermore, the Office for Budget Responsibility predicts that receipts will climb to £6.2 billion by 2020/21.

The event will take place at Glossop Golf Club and topics will cover how the value of a property can leave home owners vulnerable to inheritance tax; we will give guidance about ways to plan to mitigate this tax.  We will also give essential up-to-date information regarding Wills, Trusts, Lasting Power of Attorney and how they can be used to plan for later life care fees and reduce the potential worry for your family and beneficiaries.

To book your place, please contact Holly Smith on 01457 601 608 or e-mail to hollys.capstone@sjpp.co.uk by Thursday 4th April 2019.

1 HMRC Tax & Receipts, 21 June 2017

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