IHT Planning Masterclass – 12 October

If you are trying to reduce or mitigate your potential IHT liability this is the masterclass for you.

Our expert panel will walk you through the technical detail, providing you with a pragmatic consideration of IHT planning techniques.

This masterclass will cover:

  • Valuing your assets
  • Wills
  • Gifts, exemptions and the seven year rule
  • Nil rate bands
  • Trusts
  • Family investment companies (FIC)

Our Panel:

  • Paul Howorth – Menzies Wealth Management
  • Gemma Bull – Menzies Private Client

We look forward to seeing you there.

Event details

Date

12/10/2021

Time

9:30 - 10:15

Location

Online Webinar

Event registration