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THIS EVENT IS NOW FULLY BOOKED. For any information on this event please contact events@birkettlong.co.uk
Attend our free inheritance planning seminar, in association with Accountants Lambert Chapman.
With an ageing population and increasing house prices, it is more important than ever to protect your estate for the future. Without planning ahead your executors risk paying 40% tax on your inheritance.
Together with Lambert Chapman we will give you an outline of inheritance tax planning, nil rate bands, trusts and wills, all of which can help you to minimise your Inheritance Tax Liability.
This will be followed by a Q&A with the experts.
9.00am - Registration
9.30am - Seminar starts
11.00am - Close
Speakers
Claire Read
Partner at Birkett Long Solicitors - Claire will be discussing Inheritance Tax (IHT) planning and making a will.
Paul Chilver
Financial Planning Manager at Birkett Long IFA - Paul will be presenting on discounted gift trusts and the options available.
Lucy Orrow CTA ATT(Fellow) AIAB
Senior Tax Manager at Lambert Chapman LLP - Lucy will be looking at Inheritance Tax; the amounts payable and the reliefs and allowances available in life and on death, to help you make decisions about when and how to leave your assets to your beneficiaries.
Please bring along any queries you may have and we look forward to seeing you there.