Join us on 14th May 2025 for expert insights into inheritance tax planning, updates, and strategies.
📅 Date & Time: Wednesday 14th May 2025 6:30pm
📍 Location: The Bonham Hotel, 35 Drumsheugh Gardens, Edinburgh
Join us for an informative evening dedicated to clarifying inheritance tax planning and the considerations you may need to navigate around thresholds, rules and allowances.
This seminar is designed for anyone who is either beginning to consider inheritance tax or looking for ways to refine their strategy, and aims to offer practical guidance to help secure your family’s financial future.
What to Expect:
This session is designed to provide valuable insights into:
- Understanding how inheritance tax works
- Navigating the post-Autumn 2024 budget changes to IHT rules
- Exploring effective planning opportunities
- Developing a personalised IHT action plan
Enjoy a relaxed, informal atmosphere with refreshments on arrival. Hear from our team of expert financial planners and take the next step toward a confident financial future for you and your loved ones.
Don’t miss this opportunity to gain valuable insights and take the first steps toward your next chapter! Spaces are limited, so be sure to reserve your place today!
Get in Touch:
For more information, email marketing@acumenfp.com or call us at 01224 392350.
We look forward to welcoming you!