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 below.

Kurt Lee

Kurt Lee of Lester Aldridge Solicitors is a highly experienced solicitor who has over 17 years experience in tax, especially Inheritance Tax and Capital Gains Tax planning. As a trust specialist, he can also advise on the creation, running and breaking of trusts.

As well as being a solicitor, Kurt is also a Chartered Tax Advisor and member of  the Chartered Institute Of Taxation (CIOT) and Society of Trust and Estate Practitioners (STEP).

Graham Wilde

Graham Wilde is the principle director of TaxNetUK Ltd and a Chartered Tax Adviser. Graham has over 25 years experience in UK taxation, having worked initially for HM Revenue and Customs and then for accountancy firms such as Deloitte and Grant Thornton in Southampton.

He set up TaxNetUK as he felt that there needed to be an online provision for tax services to individuals and businesses alike.

Justin King

Justin King is an Independent Chartered Financial Planner and Managing Director of MFP Wealth Management, He is author of Ready, Steady, Retire! and holds the SOLLA Retirement Advice Standard. Justin specialises in working with people approaching, or already enjoying, their retirement to help them retire with complete financial confidence.

As part of his retirement planning service, Justin includes advice on inheritance tax and passing on wealth tax efficiently, by working in partnership with specialist tax advisers like Graham and Kurt.

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