The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

The government has announced plans to to levy inheritance tax on pensions from 2027, so it is very likely that your Inheritance Tax liability may be much higher than you previously anticipated. Inheritance tax is up to a staggering 40% and is charged on all estates over a set value.

By planning ahead, it is possible to significantly reduce the amount of tax paid on your death, meaning that you can leave a long-lasting legacy to your loved ones.

At our complimentary Seminar you will learn:

• How Inheritance Tax will affect your estate and who pays it;

• How to mitigate your tax liabilities by using your annual reliefs and allowances;

• How to gift to children and grandchildren;

• How to grow your wealth tax-efficiently and create a long-lasting legacy