Inheritance Tax Planning and Passing on your Wealth: 7th July 2017

On Friday 7th July, The Retirement Café held its second free event on the topic of Inheritance Tax at the Kings Arms Hotel in Christchurch.

The Retirement Café welcomed inheritance tax experts Kurt Lee and Graham Wilde to discuss ways to mitigate the inheritance tax due on your estate. They will also discussed different options for passing on wealth tax efficiently, including the use of trusts.

The two experts joined Justin King of MFP Wealth Management to answer numerous questions posed by the packed audience about passing on your wealth efficiently to their loved ones. With over 50 years’ of combined experience in UK taxation between them, the experts ran a lengthy question and answer session over copious amounts of fresh coffee and homemade cake between 10am and midday.

Read more about the Inheritance Tax experts who attended July’s event here.

This was a really useful session that clarified things for me.

Guest at The Retirement Café, July 2017

The format was excellent.

Guest at The Retirement Cafe, July 2017