We are hosting a free drop-in clinic, where you will be able to talk to experts about your future plans.

This includes;

- Reviewing existing and new wills, to ensure that your estate is passed to the people you want to benefit in the most tax efficient manner

- Advice on the potential Inheritance Tax exposure

- Advice on the reporting requirement following death and tax implications

- Advice surrounding Trusts and where trusts can be a good tax planning tool

Alongside us, we have also partnered up with local Solicitor, Pardeep Bancil, from Parchment Law and Independent Financial Adviser, Tony Woodward from Quilter to provide you with the tools and strategies for effective tax and inheritance planning for you and your family.

Event details