Inheritance Tax Planning and Financial Planning Seminar at South Staffs Golf Club

To assist individuals in the wake of the new budget on 30th October 2024, Abacus are running a seminar on Wednesday 13th November 2024 at South Staffs Golf Club between 11am - 1pm.

The focus of the seminars will be Inheritance Tax Planning and Financial Planning following the government’s announcements this autumn, including:

• The allowances available based on current legislation
• The rules surrounding gifting
• Solutions that can be used to reduce the burden on your loved ones
• How you can assist parents in their quest to reduce their own burden, if applicable
• Structuring a suitable Will

The session will be hosted by Chartered Tax Adviser and qualified Financial Adviser, Mike Round and Chartered Adviser, Ben Dyas. 

The team would love for you to join us for the session, as well as refreshments following the seminar.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances. 

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.