Inheritance Tax Seminars

Do you have assets in excess of £300,000?

Heritage Financial Consultancy Ltd are Independent Financial Advisers with spacious offices in the village of Holcombe in North Somerset. The company was established in 1996 with the express aim of specialising in wealth preservation through effective Inheritance Tax planning and investing. John Steele, the Director presenting the seminar, has over 18 years of financial planning experience and has specialised in Inheritance Tax plus investment planning for over 14 years. This presentation is designed to appeal to individuals or married couples who have assets in excess of £300,000, as well as Trustees.

For further information please visit Inheritance Issues

The Presentation

This presentation will cover many of the problems associated with Inheritance Tax and we shall then look at some of the planning solutions available to save substantial amounts of Inheritance Tax. If you are a Trustee you should be aware of the obligations contained in the Trustee Investment Act 2000. Some of the important changes will be outlined in this seminar. With the dramatic increases in house prices over the last 5 years, more and more families are facing the prospect of having to pay significant amounts of Inheritance Tax. For many of us, this tax bill could be the largest single bill we will ever have to pay! The presentation will also cover all of the allowances you are entitled to use to mitigate the effect of this punitive tax. We will further explain the process involved when applying for Probate, which will have to be obtained before your assets can be distributed to your family and heirs.

Reservations

To reserve a seat or request information on future seminars, please contact Heritage Financial Consultancy. We also offer the first meeting without obligation or cost to you! If any of your family or friends are also interested in Inheritance Tax mitigation or investments, please extend our invitation to them.