Due to recent changes in legislation the need for Inheritance Tax (IHT) planning is diminished for the majority of UK couples. However, there have been no significant changes for those who are single, whether or not they live alone, or those with significant amounts of personal wealth.

The seminar covers UK investment structures, IHT planning, and some of the various solutions available by combing the two. Planned to last just over one hour, the seminar serves as a useful introduction to the clients of solicitors and accountants, as well as independent financial advisers.

Of course we can also provide the necessary independent financial advice through recommendation where no other adviser is involved.

For further details please call Paul Dean on 07725 406684, or use our Contact Form.