Event Description
The confirmed changes to inheritance tax are likely to impact not just farming families but also business owners and even people with modest pension assets.
In this session, we’ll revisit the core rules of Inheritance Tax: how it’s calculated, the main exemptions, and how gifting works. We’ll then look in more detail at the confirmed proposals, especially the inclusion of pension assets within estates, using case studies to explore the practical steps you can take now to mitigate or even avoid some of the impact.
The good news is that we’ve have a little time before the changes take effect but, as always, it’s better to be prepared well in advance.
We’d be delighted if you could join us. Please click (here) to register.
