Pension Freedoms & Inheritance Tax - what you need to know
There is no getting away from it; both Pensions and Inheritance Tax (IHT) are hot topics. You will have seen in the press that Pensions rules and IHT allowances have changed. – Do you know how these changes affect you?
If you have an existing pension and are considering your options, are you positioning yourself to take advantage of all the recent changes? You now have a once in a lifetime opportunity to make the most of your pension and estate planning.
As someone who may want to consider their retirement options, we would like to offer you a place at our Complementary Pensions & IHT Briefing event that takes place at Aston Wood Golf Club, Blake Street, Little Aston, Sutton Coldfield, B74 4EU on Saturday, 12th October 2019 from 10:00 am – 12:00 pm.
The briefing will consist of a presentation detailing the Pension changes and how these will affect you. This will be followed by a presentation outlining how amendments to IHT rules can significantly affect how your Will and Estate Planning need to be structured. Presentations will commence at 10:15am and last for around 90 minutes.
Attending our event would create no obligation on your part; it is designed to be educational. The briefing is likely to prove popular and places are limited so please reserve your place immediately.