Secure your legacy - exploring Inheritance Tax, a matter of life and death

Bringing elections, budgets and tariffs, it’s fair to say that the past year has raised plenty of questions for those looking to plan for their financial future. What is more, with new rates and rulings set to come into force over the coming months, change is very much here to stay.

So, join us for a relaxed, informative session in which we’ll unpick what’s happened, explore the steps you can take and help to secure the financial future of those who matter most to you.

What to expect

The event comes in two parts. Firstly, our specialist panel will explore the financial considerations that will affect you and those you care about. Then, over a light buffet in the delightful surroundings of Middlethorpe Hall there will be the opportunity to put your questions to the expert panel.

What we’ll cover

Drawing on the legal expertise of Berwins Solicitors and the financial insight of YorWealth, we’ll look at issues relating to Financial Planning and Inheritance Tax and bring them to life with real-world examples. These will cover:

• A break down of the basics of Inheritance Tax, including current thresholds and exemptions
• A dive into the latest changes from the Autumn Statement
• A discussion of the simple strategies that can keep your assets and pensions tax-efficient under the new rules.

This is your opportunity to stay ahead of the curve with practical advice and expert insights.

Your expert panel

Put simply, Simon and Beth see their role as helping clients to achieve their goals and ambitions by providing tailored financial planning and advice by drawing on over 20 years of combined experience and without the jargon that so often clouds the world of financial planning.

Solicitor Paul is one of the foremost estate planning specialists in the UK. Recognised by industry guides as a leader in his field, he combines in-depth legal knowledge with a caring approach to build effective, understandable solutions that get to the heart of complex situations.

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