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Is your family’s money at risk from inheritance tax?

 

Take control of your inheritance planning at our seminar

 

Without a well-designed financial plan, your family could get dragged into the inheritance tax (IHT) trap, losing out on a substantial portion of the money you’ve worked hard to save. However, there are straightforward ways to make sure your family don't pay more than their fair share.

We’d like to invite you to join us for our free Passing Down Wealth seminar. We’ll be joined by our financial experts and special guest Eric Knowles from the BBC’s Antiques Roadshow to explore everything from how to reduce the impact of this 40% tax on your family, to what to look out for if you think you’re in possession of a family heirloom.


Details of the day

  • 11:00 - Arrival and registration (with tea, coffee and biscuits)

  • 11.15 - Watch out for the IHT trap

    • Sanlam’s expert in generational wealth transfer Penny Lovell explains how your family could be affected by IHT.

  • 11.45 - Uncover a hidden treasure

    • Antiques expert Eric Knowles explores how you could uncover a hidden family treasure and how to go about getting it valued.

  • 12.30 - Leave more for your loved ones

    • Former financial journalist and Sanlam’s investment expert Charlie Parker explains how you can reduce your family’s exposure to IHT.

  • 13:00 - Lunch and drinks

  • 14:00 - End of the event

Register for your place today

 

Space is limited and we’ll be allocating places on a first-come, first-served basis. Make sure you don’t miss out by registering today. Choose from one of three days and venues:

Click here to register for Monday 12 November: The Chester Grosvenor

Click here to register for Wednesday 14 November: Bath Assembly Rooms

Click here to register for Friday 16 November: The Ned, London


Learn how to organise your family’s assets

When it comes to organising your assets in a way that minimises IHT, there’s a lot to think about. It’s vitally important to start planning early in life so that you can use the full range of possible solutions.

Here are some of the strategies you’ll learn about at our IHT planning seminar:

  • Giving money away within the seven-year rule.

  • Making the most of your annual allowances.

  • Reducing the amount your family will pay by giving to charity.

Investing in assets that are exempt from IHT or eligible for a reduced rate.Using life insurance to make it easier for your family to pay their IHT bill. 

Could this seminar relevant to me?

  • The total value of my assets (including savings, investments and my house) is more than £650,000.
  • I want to maximise the amount of money I pass on to my family.
  • I’m interested in finding out ways to plan ahead for IHT.‚Äč

If any of the above is relevant to you then join us to find out what you can do to prevent your family paying more than they should. It’s never too early to start planning for passing on your wealth – but it can be too late.

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.