In a jointly held event with Glossop based solicitors Davis Blank Furniss, Capstone Financial Management were delighted to welcome guests to an exclusive event which tackled Inheritance Tax & Estate Planning.
Held at Glossop Golf Club on Thursday 13th July, the event discussed how the value of a property can leave home owners vulnerable to inheritance tax. 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.
Topics 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 any of our future events, please contact our Marketing Manager, Holly Smith via firstname.lastname@example.org or call on 07792 658 556.
The levels and bases of taxation, and relief 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's Place. Wills are not regulated by the Financial Conduct Authority.