In a jointly held event with MLP Law, Capstone Financial Management were delighted to welcome guests to an exclusive event which tackled Inheritance Tax & Estate Planning.
Date: Wednesday 4th July
Location: The Lymm Hotel, Whitbarrow Rd, Warrington WA13 9AQ
Time: 6:00pm – 9:00pm
Cost: No cost to attend
6.00pm Welcome drinks
6.30pm Inheritance Tax Planning: Understanding Recent Changes & Your Options
7.00pm Reducing Your Families Tax Liabilities
7.20pm The Importance of Wills in Estate Planning
7.40pm Ask the Experts a Question
8.00pm Food & Drink
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 future events, please contact our Marketing Manager, Holly Smith via email or call on 0161 667 1482.
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.