We are holding an exclusive evening event on Inheritance Tax and Estate Planning; this will be held jointly with our guest speakers, Russell & Russell Solicitors. The event will take place at the Bolton Whites Hotel 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 help 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.
Date: Thursday, 28th November
Venue: Ridgmont House, Chorley Old Road, Horwich, Bolton, BL6 6RF
Time: 6:00pm – 9:00pm
Cost: No cost to attend
6.00pm Welcome drinks
6.30pm Inheritance Tax Planning: Understanding Recent Changes & Your Options
7.00pm Reducing Your Families Tax Liabilities
7.20pm The Importance of Wills in Estate Planning
7.40pm Ask the Experts a Question
8.00pm Food & Drink
If you are interested in attending this event or any future events, please complete the below form or contact our Marketing Manager, Holly Smith via email@example.com or call 0161 667 1482.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
Wills and Powers of Attorney involve the referral to a service which is separate and distinct to those offered by St. James's Place. Wills, Powers of Attorney and Trusts are not regulated by the Financial Conduct Authority.