INHERITANCE TAX AND BUSINESS RELIEF PLANNING

IN A POST-BUDGET ENVIRONMENT

Inheritance Tax (IHT) and Business Relief (BR) have been hitting headlines since the Autumn
budget, including record-level IHT receipts.  This event will help financial advisers navigate
the change.

Please join me on Tuesday 24th June over a delicious two-course lunch at The Sun Inn, 
Hardingstone, where I will break down the new BR rules, showing worked tax examples of
different client scenarios and guiding you through how things have changed. Real hands-on,
practical content.

I will be joined by Gordon Pugh, Investment Director, who will show how we identify potential
trading activities in our IHT portfolios, build diversification through a dynamic asset allocation strategy, manage risk and create stable returns that meet investor objectives. A chance to
speak directly to the Investment Team and understand how it work s behind the scenes.

Please register and submit your menu choices below and we will be in touch with a calendar
invite to secure your place.

The session will be eligible for 1 hour of structured CPD should you consider this relevant
to your professional development needs.

I look forward to welcoming you. 

The Sun Inn, 9 High St, Hardingstone, Northampton NN4 7BT

Location & parking

https://www.thesuninnhardingstone.co.uk/

Free on-street parking is freely available in the village.