Free Inheritance Tax Planning Seminar
10.30am Tuesday 18th March
BakerLaw LLP and Charles Derby Independent Financial Advisers are running a joint seminar aimed at protecting you if your total assets, including your home, amount to more than £325,000 if single or £650,000 if married and you do not want the tax man to inherit 40% of everything above this amount.
If you prefer to choose your beneficiaries to inherit then please read on. Almost 30 million adults in the UK have not made a Will and risk leaving behind a trail of stress, costs and family feuds.
BakerLaw LLP and Charles Derby specialise in Wills, Lasting Powers of Attorney/Court of Protection, Administration of Estates, Inheritance Tax planning, long term care and investment planning. An in depth consultation can be arranged where strategies specific to you can be adopted.
We will be running a seminar on Tuesday 18th March 2014 and wish to invite you, without obligation. The session will start at 10.30am, (registration from 10am) with tea and coffee available. The seminar will last for approximately one hour, after which we will be available to answer any questions.
The venue is:-
The seminar will highlight areas where families are vulnerable to Inheritance Tax. Legislation has changed in recent years and plans that were once accepted by the HMRC may now be in jeopardy. If you have not looked at your plans or Wills recently take this opportunity to update your knowledge and gain some new ideas.
If you would like to attend please contact us by:
§ Telephoning us on 01252 744650
§ Emailing us at firstname.lastname@example.org
If you wish to bring a guest just let us know. We look forward to meeting you on the day. Please do not hesitate to call us if you have any queries or if you are unable to attend and would like to arrange a personal consultation.