In a jointly held event with Davis Blank Furniss, Capstone Financial Management were delighted to welcome guests to an exclusive event which tackled Inheritance Tax & Estate Planning.
Date:Thursday, 25th April 2019
Location: Glossop Golf Club, Sheffield Road, Derbyshire, SK12 7PU
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
Experts from our team were on hand to provide up to date information and guidance on ways in which estate planning can help mitigate and reduce any potential worry for the future.
The main topics we discussed were:
• Inheritance Tax Planning: Understanding recent changes & your options
• Reducing your families tax liabilities
• The importance of wills in estate planning
• Along with an opportunity to ask the expert any questions you have
If you are interested in attending future events, please contact our Marketing Manager, Holly Smith via firstname.lastname@example.org or call on 0161 667 1482.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James Place. Wills are not regulated by the Financial Conduct Authority.