Inheritance Planning Drop-in Clinic – 9 May Gerrards Cross

About the event:

We are hosting a free drop-in clinic, where you will be able to talk to experts about your future plans.

This includes:

Review existing Wills
Advice on the potential Inheritance Tax exposure
Advice on the contents of a new Will so that your estate is passed to the people you want to benefit in the most tax efficient manner
Advice on ways to mitigate against potential inheritance tax exposure
Advice on the reporting requirement following death and the tax implications
Advice on tax implications for the period between the date of death and the assets in the estate being distributed i.e. the estate administration period
Advice surrounding Trusts and where trusts can be a good tax planning tool and also other benefits a trust can provide
Assisting with compliance work for example annual trust and estate tax returns, completion of the IHT forms for the trust, tax returns or repayment claims for the trust beneficiaries
Assisting with the registration of the trust on the HMRC trust register and maintenance of the trust register annually

Alongside us, we have also partnered up with local Solicitor, Pardeep Bancil, from Parchment Law and Independent Financial Adviser, Tony Woodward from Quilter to provide you with the tools and strategies for effective tax and inheritance planning for you and your family.