Inheritance Tax Planning: The Optional Tax?

Come along to our Inheritance Tax Seminar on 22nd November 2016 and find out how good tax planning can mitigate or totally negate this tax for your family!

Most people would agree that taxes are a necessary evil in a society that provides basic services for everyone and more complex services for the vulnerable. However, Inheritance Tax (IHT) is the one that seems the most unfair to those affected by it. We have already been taxed on this money when we earned it, so why should our loved ones be taxed on it again when we die?

On 22nd November 2016, Dafferns is running a seminar on Tax Efficient Inheritance Tax Planning.  We will consider whether this tax is, in fact, potentially optional. In so doing, we will look at some of the most recent tax legislation to affect IHT planning positively, as well as the menu of tax and financial planning options that offer favourable IHT treatment. We will include examples for those planning to sell a business upon retirement.

We appreciate that many of us hope to leave our families as much of our wealth as possible, without doing anything that the taxman could label as ‚Äúprovocative”. So we will only include carefully considered, practical planning options.

Key Seminar Details

Venue: Dafferns, One Eastwood, Harry Weston Road, Binley Business Park, Coventry, CV3 2UB
Time: 1pm – 2pm (A light sandwich lunch will be provided)
Date: Tuesday 22nd November 2016

Parking is available on site.

Reserve your place now!

If you would like to reserve a place, please click here

Do bring along a friend or relative, regardless of whether they are a Dafferns client. Alternatively please email Susan Lawton: [email protected] for further details.

If you are unable to attend but would like to speak to someone about your own IHT planning circumstances, please contact Dafferns Tax Partner, Brian King:  [email protected]