Estate planning seminar – Buckinghamshire

  • Tuesday 9 October 2018 at 11:00am - 2:00pm
  • Buckinghamshire

Estate planning can help to ensure you don’t leave more assets to the taxman than to your beneficiaries. It involves taking steps to reduce your Inheritance Tax bill and leave more to the next generation. You can learn a lot about estate planning and what it entails at our upcoming seminar at The King’s Chapel. The original chapel dates back as far as 1677, but after a painstaking refurbishment in 2012 it now blends modern requirements with historic character.

The seminar will be hosted by financial planner Paul Heslop who will present alongside Tilney’s estate planning technical specialist, Ian Dyall. We would love for you to join us on 9 October at 11am.

At the seminar:

  • Develop your understanding of Inheritance Tax and estate planning
  • Find out about the importance of defining your goals and developing a plan
  • Learn about Tilney’s approach to Inheritance Tax planning
  • Hear how pensions can be used to pass on your wealth
  • Join in a lively Q&A session
  • Have lunch while chatting to our team and other guests

Speakers

Silhouette of a man

Paul Heslop

Financial Planner
Ian Dyall

Ian Dyall

Estate planning technical specialist

When

Tuesday 9 October 2018 at 11:00am - 2:00pm

Where

The King’s Chapel, 30 High St, Amersham HP7 0DJ

Location

ApiKey:

Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority, however, the products used to mitigate tax may be regulated.