Join Acumen Financial Planning on 14th May 2025 in Edinburgh for an Inheritance Planning seminar, ‘Ready, Set, Inherit’ – providing expert insights into inheritance tax planning, updates, and strategies.
📅 Date & Time: Wednesday, 14th May 2025 at 6:30 PM
📍 Location: The Bonham Hotel, 35 Drumsheugh Gardens, Edinburgh
Inheritance tax (IHT) can have a significant impact on your estate and your family’s financial future. Understanding the latest changes and planning ahead can help you navigate the complexities and make informed decisions.
Join us at ‘Ready, Set, Inherit’ for an informative and engaging evening where our expert financial planners will provide clarity on inheritance tax planning, including recent updates and strategies to help you manage your estate efficiently. Whether you are just beginning to consider Inheritance Tax Planning or looking to refine your existing plan, this in-person seminar is tailored to provide practical guidance to help secure your family’s financial well-being.
What to Expect with ‘Ready, Set, Inherit’:
Our session will cover essential topics, including:
- Understanding how inheritance tax works – Breaking down the fundamentals.
- Navigating the post-budget changes – What’s new and how it could affect you.
- Exploring effective planning opportunities – Strategies to minimise tax liabilities.
- Developing a personalised IHT action plan – Practical steps to take control of your estate planning.
Enjoy a relaxed and welcoming environment with refreshments provided upon arrival. This event is an excellent opportunity to ask questions, hear from industry experts, and take proactive steps towards a well-structured estate plan.
Spaces are limited, so secure your place today to ensure you don’t miss out on this valuable learning opportunity.
Get in Touch:
For more information, feel free to get in touch with our team by email – marketing@acumenfp.com or call us at 01224 392350.
We look forward to welcoming you and helping you prepare for a confident financial future!
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