Hagley Hall

To assist individuals with Inheritance Tax planning in light of significant changes in recent budgets.

The focus of the seminar will be Inheritance Tax and Financial Planning in light of upcoming legislation changes, including:

• Inheritance Tax Basics and Current rules
• Strategic Lifetime planning
• Trusts* & Estate planning tools
• Business & Agricultural relief
• Case studies and practical scenarios

The team would love for you to join us for one of the sessions, as well as refreshments following the seminar. Guests will also have the opportunity to enjoy a guided tour of the home. 

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.

*Trusts are not regulated by the Financial Conduct Authority.