Protect Your Pension
With Pensions No Longer Safe from Inheritance Tax: How to Prepare and How Comprehensive Wills Can Protect Your Wealth
Securing Your Legacy
Protecting Wealth and Minimising Taxes in a changing landscape. With Pensions No Longer Safe from Inheritance Tax – How to Prepare, Plan and Preserve
Recent and proposed changes to UK inheritance tax rules mean that pensions, traditionally one of the most tax-efficient ways to pass wealth to the next generation, may soon be exposed to inheritance tax.
This seminar will help you understand what these changes could mean for you and how careful planning can help protect your family's wealth.
- Protect your assets from unnecessary taxation
- Understand the latest developments affecting pensions and IHT
- Explore effective wealth protection tools such as trusts, family investment companies, and lifetime gifting
- Ensure your legacy is secure for future generations
You are invited to attend a complimentary informative seminar on important changes that could significantly affect family wealth and estate planning.
The seminar will consist of presentations, Q&A followed by a light lunch and refreshments on the Balcony overlooking the river. Topics covered below.
Time and Location
Thursday 23rd July  Â
Lunchtime Briefing - 12pm (11.45am registration).
Flixton House, Flixton Road, Flixton M41 5GJ
Event Highlights
- Special guest speaker
- Presentations
- Live Q&A
- One-on-one private consultation available post-seminar
Agenda & Format
The upcoming changes to pension inheritance tax rules
Why many estates may face larger tax liabilities
Practical strategies to protect your wealth
How trusts and estate planning can safeguard assets for future generations
The critical role of well-structured and comprehensive willsÂ