Zoom Inheritance Tax Seminar

As the old adage goes, there are two certainties in life: death and taxes. Therefore, we are hosting this seminar on Inheritance Tax to provide you with further information on the overall regime as well as the best ways and ‘quick wins’ to help reduce yours or your loved one’s liabilities where appropriate. During this seminar, we will discuss the following areas in an open forum, where you can ask questions to a panel of expert speakers:

1. The allowances available based on current legislation
2. The rules surrounding gifting
3. Solutions that can be used to reduce the burden on your loved ones
4. How you can assist parents in their quest to reduce their own burden, if applicable
5. Structuring a suitable Will
6. Powers of Attorney and the role they play
7. How a suitable action plan can allow you to rest assured, integrating tools such as “MyDocuments” to help you do so.

HMRC receives over £6 billion per year in Inheritance Tax receipts¹. Therefore, a prudent plan is required for many individuals in order to ensure that you do not fall foul of this death tax which will hinder the legacy that you leave behind. With receipts forecasted to rise to over £8 billion in the next 5 years, planning to reduce yours or your loved ones own liabilities can ensure that greater wealth is passed on following death to the appropriate beneficiaries.

We will explore the solutions and avenues that are available to you and your family, as well as the trusts that can be used to allow for you to seamlessly pass your wealth through the generations.

Gov.uk national statistics - HMRC tax receipts and National Insurance contributions for the UK (monthly bulletin) - March 2024

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 and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.